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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
ORC
3151
O'Rourke & Company
Massachusetts
NIA
3152
NBZ Investment Advisors
Tennessee
HIM
3153
Hanlon Investment Management
New Jersey
W
3154
Wealthquest
Ohio
AIA
3155
Accelerate Investment Advisors
California
FC
3156
Financial Council
Maryland
LFS
3157
Legacy Financial Strategies
Kansas
3F
3158
360 Financial
Minnesota
TBWA
3159
Three Bridge Wealth Advisors
California
CS
3160
Capital Square
Tennessee
4WM
3161
49 Wealth Management
Texas
PAA
3162
Peregrine Asset Advisers
Oregon
CIAS
3163
CFS Investment Advisory Services
New Jersey
PFS
3164
Prospect Financial Services
New York
GRA
3165
Golden Road Advisors
Florida
MAM
3166
Mainsail Asset Management
Alabama
LFGO
3167
Legacy Financial Group (Oklahoma)
Oklahoma
LRPA
3168
L. Roy Papp & Associates
Arizona
RCWM
3169
Royal Capital Wealth Management
Indiana
NCM
3170
Neumann Capital Management
California
RT
3171
Rockland Trust
Massachusetts
LDB
3172
Lee, Danner & Bass
Tennessee
LJHT
3173
Laurie J. Hall Trustee
EFMH
3174
E Fund Management (HK)
Hong Kong
EFP
3175
EnRich Financial Partners
Wisconsin