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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
BFG
651
Bleakley Financial Group
New Jersey
$10.9M
KHLMVGHM
652
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.9M
Envestnet Portfolio Solutions
653
Envestnet Portfolio Solutions
Illinois
$10.9M
PS
654
Principal Securities
Iowa
$10.9M
QCM
655
Qsemble Capital Management
New York
$10.9M
KFP
656
KMG Fiduciary Partners
Ohio
$10.9M
WSFS
657
Wilmington Savings Fund Society
Delaware
$10.8M
CIA
658
Capital Impact Advisors
Massachusetts
$10.7M
ECM
659
Exchange Capital Management
Michigan
$10.7M
HVIA
660
Hudson Valley Investment Advisors
New York
$10.7M
GWM
661
Geneos Wealth Management
Colorado
$10.6M
BFA
662
Bragg Financial Advisors
North Carolina
$10.6M
PCA
663
Pallas Capital Advisors
Massachusetts
$10.5M
MC
664
Moors & Cabot
Massachusetts
$10.4M
SF
665
Synovus Financial
Georgia
$10.4M
IC
666
Iconiq Capital
California
$10.4M
AHC
667
Adell Harriman & Carpenter
Texas
$10.3M
AMI
668
Amica Mutual Insurance
Rhode Island
$10.2M
MGWM
669
Marks Group Wealth Management
Minnesota
$10.2M
JMFC
670
J.M. Forbes & Co
Massachusetts
$10.2M
M
671
MOTCO
Texas
$10.1M
FDP
672
Financiere des Professionnels
Quebec, Canada
$10M
ZDA
673
Zweig-DiMenna Associates
New York
$10M
SCM
674
Shelton Capital Management
Colorado
$10M
ET
675
Equitable Trust
Tennessee
$9.97M