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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
GIC
826
GFI Investment Counsel
Ontario, Canada
$6.25M
SFI
827
Siemens Fonds Invest
Germany
$6.25M
EIA
828
Eastover Investment Advisors
North Carolina
$6.24M
CI
829
Ceera Investments
Texas
$6.23M
MWM
830
Meridian Wealth Management
Kentucky
$6.23M
WB
831
Webster Bank
Connecticut
$6.23M
CCM
832
Coldstream Capital Management
Washington
$6.22M
ZCI
833
Zevenbergen Capital Investments
Washington
$6.2M
CCIA
834
Campbell & Co Investment Adviser
Maryland
$6.18M
SWA
835
SFMG Wealth Advisors
Texas
$6.16M
VST
836
Van Strum & Towne
California
$6.16M
IWC
837
Integrated Wealth Concepts
Massachusetts
$6.15M
SPC
838
Sigma Planning Corp
Michigan
$6.14M
OAM
839
Ostrum Asset Management
France
$6.12M
USAA
840
United Services Automobile Association
Texas
$6.1M
AAP
841
Ardsley Advisory Partners
Connecticut
$6.04M
AI
842
Atom Investors
Texas
$6.03M
SC
843
Savant Capital
Illinois
$6.02M
TFS
844
Thoroughbred Financial Services
Tennessee
$5.99M
RDWM
845
Red Door Wealth Management
Tennessee
$5.99M
FC
846
FORA Capital
Florida
$5.98M
SWM
847
Selective Wealth Management
Virginia
$5.93M
DJSG
848
D.J. St. Germain
Massachusetts
$5.92M
SBFM
849
S-Bank Fund Management
Finland
$5.89M
SW
850
SteelPeak Wealth
California
$5.81M