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Salesforce

2,915 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, 1,466 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
2,915
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
LI
2451
LifeWealth Investments
Florida
$272K
IA
2452
Insight Advisors
Pennsylvania
$272K
APA
2453
Astoria Portfolio Advisors
New York
$272K
PCP
2454
Panoramic Capital Partners
Oregon
$271K
AAMU
2455
AEGON Asset Management (UK)
United Kingdom
$271K
MCI
2456
MRP Capital Investments
Georgia
$270K
ICA
2457
Infrastructure Capital Advisors
New York
$269K
CFS
2458
Coordinated Financial Services
Colorado
$269K
HCM
2459
Highview Capital Management
Illinois
$268K
CG
2460
Clifford Group
Massachusetts
$268K
CWA
2461
Cura Wealth Advisors
Illinois
$268K
SSWG
2462
Seven Springs Wealth Group
Tennessee
$267K
CT
2463
Colonial Trust
South Carolina
$267K
AGA
2464
Arkos Global Advisors
Texas
$265K
T
2465
Transce3nd
Texas
$265K
ABWM
2466
Alpine Bank Wealth Management
Colorado
$265K
SAM
2467
Sawgrass Asset Management
Florida
$265K
HP
2468
Holistic Planning
Texas
$264K
BC
2469
Brio Consultants
California
$264K
HWM
2470
Hobbs Wealth Management
Indiana
$263K
WA
2471
Wambolt & Associates
Colorado
$263K
CFO
2472
Collective Family Office
Pennsylvania
$262K
CV
2473
Counterweight Ventures
North Carolina
$262K
APW
2474
Aurora Private Wealth
New Jersey
$262K
OP
2475
ORG Partners
Indiana
$262K