CRM icon

Salesforce

2,914 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, 1,465 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
2,914
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
Q1WB
2826
Quest 10 Wealth Builders
Virginia
$18.9K
SIM
2827
Synergy Investment Management
Florida
$18.8K
BAM
2828
Bellevue Asset Management
Washington
$18.8K
DI
2829
DAGCO Inc
Ohio
$18.2K
BA
2830
Bellwether Advisors
Nebraska
$16.4K
TVWM
2831
Tower View Wealth Management
Wisconsin
$16.2K
MBFW
2832
Morton Brown Family Wealth
Pennsylvania
$16.1K
CCM
2833
Cloud Capital Management
Washington
$16K
PP
2834
PFS Partners
New Jersey
$15.7K
MAS
2835
MPWM Advisory Solutions
Georgia
$15.3K
TWD
2836
True Wealth Design
Ohio
$14.9K
PA
2837
Pineridge Advisors
Missouri
$14.5K
PCC
2838
Park Circle Company
Maryland
$14.5K
MCA
2839
Midwest Capital Advisors
Michigan
$14.2K
CWM
2840
Centricity Wealth Management
Ohio
$14.2K
LB
2841
Legacy Bridge
Iowa
$13.4K
MFC
2842
Mechanics Financial Corp
Ohio
$13.4K
SIC
2843
SJS Investment Consulting
Ohio
$13.2K
EA
2844
Evolution Advisers
Virginia
$13K
PP
2845
PrairieView Partners
Minnesota
$13K
MAFA
2846
MJT & Associates Financial Advisory
Minnesota
$12.3K
NECFA
2847
New England Capital Financial Advisors
Connecticut
$12.1K
MFT
2848
Moisand Fitzgerald Tamayo
Florida
$12.1K
CMP
2849
Coston McIsaac & Partners
Maine
$12K
CAM
2850
Costello Asset Management
Pennsylvania
$11.8K