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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
SWP
801
Sagespring Wealth Partners
Tennessee
$6.58M
ST
802
Spinnaker Trust
Maine
$6.57M
TCA
803
Trifecta Capital Advisors
Illinois
$6.57M
MWM
804
Mission Wealth Management
California
$6.57M
AFG
805
Albion Financial Group
Utah
$6.52M
PTB
806
Pioneer Trust Bank
Oregon
$6.52M
VCM
807
Vision Capital Management
Oregon
$6.49M
ATC
808
Argent Trust Co
Tennessee
$6.49M
VSQM
809
V-Square Quantitative Management
Illinois
$6.49M
JIC
810
Johnson Investment Counsel
Ohio
$6.47M
TC
811
Triavera Capital
California
$6.46M
TRCT
812
Tower Research Capital (TRC)
New York
$6.44M
WI
813
Wahed Invest
New York
$6.43M
QPBE
814
Quintet Private Bank (Europe)
Luxembourg
$6.4M
SB
815
Strategic Blueprint
Georgia
$6.39M
MOS
816
MGO One Seven
Ohio
$6.36M
FM
817
Family Management
New York
$6.36M
BHB
818
Bank Hapoalim BM
Israel
$6.35M
EPIM
819
Evelyn Partners Investment Management
$6.35M
MFS
820
Mirabella Financial Services
United Kingdom
$6.35M
FFBTD
821
First Financial Bank - Trust Division
Ohio
$6.34M
CYG
822
Clean Yield Group
Vermont
$6.33M
PWS
823
Peloton Wealth Strategists
Indiana
$6.3M
VAS
824
Vestmark Advisory Solutions
Massachusetts
$6.29M
MWM
825
Moran Wealth Management
Florida
$6.28M