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Salesforce

2,916 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,467 increasing their positions, 978 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $260B → $206B (-$54.1B)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 294

41% less funds holding in top 10

Funds holding in top 10: 13177 (-54)

Holders
2,916
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08B
Puts
$4.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2276
Toth Financial Advisory
Virginia
$357K
MCM
2277
Manchester Capital Management
Vermont
$357K
WIA
2278
Wetzel Investment Advisors
Indiana
$356K
PBK
2279
Peoples Bank (Kansas)
Kansas
$355K
BWA
2280
Bestgate Wealth Advisors
Maryland
$354K
GI
2281
GLOBALT Investments
Georgia
$354K
WP
2282
Westmount Partners
California
$353K
CWMS
2283
Cannon Wealth Management Services
North Carolina
$353K
FIA
2284
FNY Investment Advisers
New York
$352K
WDL
2285
Well Done LLC
Michigan
$351K
CCM
2286
Consolidated Capital Management
California
$351K
FH
2287
FWG Holdings
Florida
$350K
PA
2288
Planning Alternatives
Michigan
$350K
TWP
2289
Tempus Wealth Planning
California
$350K
CWP
2290
Curated Wealth Partners
California
$349K
CIP
2291
Convergence Investment Partners
Florida
$347K
JWM
2292
JGP Wealth Management
Oregon
$346K
DWA
2293
Delap Wealth Advisory
Oregon
$345K
GCA
2294
Gradient Capital Advisors
California
$344K
IP
2295
Intellectus Partners
California
$344K
APG
2296
Abacus Planning Group
South Carolina
$342K
LBC
2297
Leigh Baldwin & Co
New York
$341K
CAS
2298
Coppell Advisory Solutions
Texas
$341K
KPWG
2299
KFA Private Wealth Group
Virginia
$341K
WKSWA
2300
White Knight Strategic Wealth Advisors
New Jersey
$340K