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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
OIA
2676
Optimum Investment Advisors
Illinois
$134K
AIM
2677
Acropolis Investment Management
Missouri
$133K
PCTC
2678
Perkins Coie Trust Company
Washington
$131K
DMBA
2679
Deseret Mutual Benefit Administrators
Utah
$130K
FDW
2680
Fourth Dimension Wealth
Ohio
$130K
WA
2681
WPG Advisers
Maryland
$130K
VFM
2682
Vision Financial Markets
Connecticut
$128K
CSC
2683
Caldwell Sutter Capital
California
$126K
MAM
2684
Morse Asset Management
Connecticut
$126K
OC
2685
Oakworth Capital
Alabama
$125K
BIA
2686
Bell Investment Advisors
California
$124K
FFA
2687
Frazier Financial Advisors
Ohio
$121K
WAM
2688
WFA Asset Management
Wisconsin
$120K
FMP
2689
Financial Management Professionals
Texas
$118K
OAJ
2690
Ogorek Anthony Joseph
New York
$118K
GFPC
2691
Global Financial Private Client
Florida
$118K
SHIM
2692
Stone House Investment Management
Pennsylvania
$117K
AAG
2693
Armstrong Advisory Group
Massachusetts
$115K
IHWM
2694
Iron Horse Wealth Management
Iowa
$113K
FIM
2695
FWL Investment Management
Texas
$113K
AP
2696
Atwood & Palmer
Missouri
$110K
CHC
2697
City Holding Co
West Virginia
$109K
KIG
2698
Kessler Investment Group
Indiana
$107K
FDCP
2699
Foster Dykema Cabot & Partners
Massachusetts
$107K
ACA
2700
Atlas Capital Advisors
Wyoming
$106K