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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
MWM
2876
MorganRosel Wealth Management
Colorado
$6.44K
JGIA
2877
Jackson Grant Investment Advisers
Connecticut
$5.9K
RAM
2878
Riggs Asset Management
Pennsylvania
$5.64K
PS
2879
PayPay Securities
Japan
$5.2K
VWWMG
2880
Vermillion & White Wealth Management Group
Pennsylvania
$5.1K
HWM
2881
HighMark Wealth Management
Minnesota
$5.1K
RBC
2882
Roble Belko & Company
Pennsylvania
$5K
CTB
2883
Country Trust Bank
Illinois
$4.56K
CWM
2884
Copia Wealth Management
Oregon
$4.56K
LAM
2885
Lummis Asset Management
Texas
$4.29K
PWA
2886
Principia Wealth Advisory
Texas
$4.24K
AS
2887
Altshuler Shaham
Israel
$4.03K
PCM
2888
Perritt Capital Management
Illinois
$3.77K
WCM
2889
Westend Capital Management
California
$3.76K
HIMS
2890
Hager Investment Management Services
New Hampshire
$3.49K
AWM
2891
Atticus Wealth Management
Florida
$3.49K
WOC
2892
West Oak Capital
California
$3.3K
ACM
2893
Anfield Capital Management
California
$3.22K
OSNBOA
2894
Old Second National Bank of Aurora
Illinois
$3.22K
SC
2895
Stephens Consulting
Michigan
$2.68K
1NWS
2896
1 North Wealth Services
Maryland
$2.68K
JFG
2897
JDM Financial Group
Texas
$2.42K
TLCM
2898
Twin Lakes Capital Management
California
$2.16K
DSC
2899
Duncker Streett & Co
Missouri
$2.15K
BFS
2900
Bare Financial Services
Pennsylvania
$2.15K