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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
PAM
2851
Parvin Asset Management
South Dakota
$11.8K
LSV Asset Management
2852
LSV Asset Management
Illinois
$11K
FAM
2853
Flaharty Asset Management
Florida
$10.7K
MS
2854
Mizuho Securities
Japan
$10.7K
CB
2855
Centennial Bank
Arkansas
$10.7K
DRP
2856
Decker Retirement Planning
Utah
$10.5K
HC
2857
Hurley Capital
New York
$10.5K
NMG
2858
New Millennium Group
Utah
$9.66K
WCM
2859
WealthTrak Capital Management
Virginia
$9.66K
LWA
2860
Lowe Wealth Advisors
Maryland
$9.39K
AEPWM
2861
Atlantic Edge Private Wealth Management
Florida
$9.13K
GGI
2862
Godsey & Gibb Inc
Virginia
$9.13K
NC
2863
North Capital
Utah
$8.59K
TIM
2864
Tortoise Investment Management
New York
$8.32K
STB
2865
S&T Bank
Pennsylvania
$8.32K
GIM
2866
Gold Investment Management
Alberta, Canada
$8.32K
GWM
2867
Graybill Wealth Management
Illinois
$8.05K
WW
2868
Winnow Wealth
Texas
$7.88K
CWA
2869
Carolina Wealth Advisors
South Carolina
$7.78K
APM
2870
a16z Perennial Management
California
$7.51K
DWM
2871
Darwin Wealth Management
Florida
$7.02K
TCM
2872
TD Capital Management
Tennessee
$7K
BG
2873
Bollard Group
Massachusetts
$7K
PPA
2874
Painted Porch Advisors
California
$6.71K
CJH
2875
Christopher J. Hasenberg
Wisconsin
$6.49K