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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
NCM
2726
Northwest Capital Management
Oregon
$75.9K
USB
2727
Union Savings Bank
Connecticut
$74.3K
NC
2728
NewSquare Capital
Pennsylvania
$74.1K
CBT
2729
Crews Bank & Trust
Florida
$72.7K
PMFA
2730
Plante Moran Financial Advisors
Michigan
$72.2K
PWA
2731
Physician Wealth Advisors
Utah
$71.9K
FPB
2732
First PREMIER Bank
South Dakota
$71K
PWM
2733
Proathlete Wealth Management
Florida
$70.2K
BI
2734
Binnacle Investments
Iowa
$70K
FCG
2735
Financial Connections Group
California
$70K
VEA
2736
Virtus ETF Advisers
New York
$66.6K
SIM
2737
Studio Investment Management
Illinois
$66.3K
AW
2738
Avion Wealth
Texas
$65K
HFM
2739
Hartford Financial Management
Connecticut
$63.1K
PCFFS
2740
Pacific Center for Financial Services
California
$61.9K
CFS
2741
CGC Financial Services
Oregon
$59.8K
CAM
2742
Creekmur Asset Management
Illinois
$59.6K
1M
2743
1248 Management
Missouri
$59.6K
KWM
2744
Kiker Wealth Management
Georgia
$59.6K
NWMP
2745
Noble Wealth Management PBC
Colorado
$58.5K
DAM
2746
Delta Asset Management
Tennessee
$58.2K
WA
2747
Whipplewood Advisors
Colorado
$58.2K
ME
2748
McIlrath & Eck
Washington
$57K
BGAI
2749
Bruce G. Allen Investments
Colorado
$56.6K
MSWA
2750
Marshall & Sterling Wealth Advisors
New York
$56.1K