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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
AWM
2651
Activest Wealth Management
Florida
$195K
WPA
2652
West Paces Advisors
Georgia
$195K
SN
2653
Sittner & Nelson
Oregon
$192K
BOJHT
2654
Bank of Jackson Hole Trust
Wyoming
$186K
BCM
2655
Blume Capital Management
California
$183K
GA
2656
GoalVest Advisory
New York
$179K
NWM
2657
Nova Wealth Management
Florida
$171K
CPG
2658
Cornerstone Planning Group
New Jersey
$167K
RF
2659
Rossby Financial
Florida
$163K
GC
2660
Globeflex Capital
California
$161K
PSFG
2661
Park Square Financial Group
Georgia
$161K
PWAM
2662
Private Wealth Asset Management
Iowa
$160K
DCBT
2663
Dakota Community Bank & Trust
North Dakota
$159K
CCM
2664
CAAS Capital Management
New York
$156K
SIS
2665
Sound Income Strategies
Florida
$156K
FCAS
2666
First Command Advisory Services
Texas
$154K
TF
2667
Tompkins Financial
New York
$153K
HDIM
2668
Hanson & Doremus Investment Management
Vermont
$152K
GKIM
2669
GW&K Investment Management
Massachusetts
$149K
BDL
2670
Banque de Luxembourg
Luxembourg
$148K
MWM
2671
Mascoma Wealth Management
New Hampshire
$139K
BCPWM
2672
Bradley & Co Private Wealth Management
Florida
$137K
JWA
2673
JFS Wealth Advisors
Pennsylvania
$136K
AT
2674
Arlington Trust
Alabama
$136K
RPA
2675
Redwood Park Advisors
California
$136K