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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
SCM
2301
Sitrin Capital Management
California
$340K
PAG
2302
Powers Advisory Group
Illinois
$339K
CCFM
2303
Clear Creek Financial Management
Washington
$339K
NWWA
2304
New Wave Wealth Advisors
Arkansas
$338K
FOA
2305
Five Oceans Advisors
California
$337K
RI
2306
Ridgewood Investments
New Jersey
$337K
JAG
2307
Journey Advisory Group
Kentucky
$336K
DWS
2308
Dynamic Wealth Strategies
California
$336K
SFG
2309
Sovereign Financial Group
Connecticut
$336K
BCM
2310
Brown Capital Management
Maryland
$335K
SWA
2311
SOA Wealth Advisors
New York
$335K
FHC
2312
First Heartland Consultants
Missouri
$334K
VIM
2313
Vancity Investment Management
British Columbia, Canada
$334K
CCM
2314
Chaney Capital Management
Washington
$334K
RWPA
2315
Richard W. Paul & Associates
Michigan
$333K
SPC
2316
Spirepoint Private Client
Florida
$333K
IJWM
2317
Inman Jager Wealth Management
Mississippi
$333K
SPF
2318
South Plains Financial
Texas
$332K
RFA
2319
Resurgent Financial Advisors
Georgia
$332K
AWA
2320
Adapt Wealth Advisors
Georgia
$332K
CNBOF
2321
City National Bank of Florida
Florida
$332K
LMC
2322
Lightspeed Management Company
California
$332K
YWM
2323
Yoder Wealth Management
California
$330K
NERM
2324
New England Research & Management
Illinois
$330K
OPWM
2325
Oregon Pacific Wealth Management
Oregon
$329K