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Salesforce

2,917 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,468 increasing their positions, 979 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: 200 | Existing positions closed: 294

41% less funds holding in top 10

Funds holding in top 10: 13177 (-54)

Holders
2,917
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
PWM
601
Perigon Wealth Management
California
$12.8M
CL
602
Choreo LLC
Illinois
$12.8M
LCM
603
LVM Capital Management
Michigan
$12.5M
QIM
604
Quest Investment Management
Oregon
$12.5M
TCOV
605
Trust Company of Vermont
Vermont
$12.5M
ET
606
Entropy Technologies
New York
$12.5M
BWL
607
Bogart Wealth LLC
Virginia
$12.5M
PA
608
Profund Advisors
Maryland
$12.4M
MCM
609
McRae Capital Management
New Jersey
$12.4M
RWA
610
River Wealth Advisors
Pennsylvania
$12.3M
PD
611
Point72 (DIFC)
United Arab Emirates
$12.3M
EWA
612
Exencial Wealth Advisors
Oklahoma
$12.3M
AWS
613
Atria Wealth Solutions
New York
$12.3M
FT
614
Fiduciary Trust
Massachusetts
$12.3M
STA
615
Summit Trail Advisors
New York
$12.3M
BCM
616
Brookstone Capital Management
Illinois
$12.3M
KOCAA
617
Knights of Columbus Asset Advisors
Connecticut
$12.3M
CA
618
CSM Advisors
Pennsylvania
$12.2M
PP
619
Paloma Partners
Connecticut
$12.1M
BCV
620
Banque Cantonale Vaudoise
Switzerland
$12.1M
CSP
621
Cary Street Partners
Virginia
$12.1M
NMERB
622
New Mexico Educational Retirement Board
New Mexico
$12M
DCM
623
Dupont Capital Management
Delaware
$12M
LFG
624
Lazard Frères Gestion
France
$11.9M
CIS
625
Connors Investor Services
Pennsylvania
$11.9M