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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
WTFG
851
Wells Trecaso Financial Group
Ohio
$5.81M
RAM
852
Roanoke Asset Management
New Jersey
$5.79M
GMFG
853
Greater Midwest Financial Group
Minnesota
$5.76M
KCM
854
Kornitzer Capital Management
Kansas
$5.75M
MIC
855
Means Investment Company
Maine
$5.75M
VVP
856
Venture Visionary Partners
Ohio
$5.74M
YIA
857
YHB Investment Advisors
Connecticut
$5.74M
DT
858
Diversified Trust
Tennessee
$5.73M
VA
859
VestGen Advisors
Illinois
$5.72M
DF
860
DNCA Finance
France
$5.66M
TCOK
861
Trust Company of Kansas
Kansas
$5.65M
RCM
862
RB Capital Management
Nevada
$5.64M
GS
863
GWN Securities
Florida
$5.64M
NP
864
NorthRock Partners
Minnesota
$5.64M
S
865
SignatureFD
Georgia
$5.62M
GSEP
866
Golden State Equity Partners
California
$5.6M
LTAS
867
Linden Thomas Advisory Services
North Carolina
$5.6M
MIP
868
Mondrian Investment Partners
United Kingdom
$5.56M
HCA
869
Harbor Capital Advisors
Illinois
$5.56M
ISB
870
Iowa State Bank
Iowa
$5.54M
LI
871
Louisbourg Investments
New Brunswick, Canada
$5.54M
BP
872
Ballentine Partners
Massachusetts
$5.53M
SIA
873
SeaBridge Investment Advisors
New Jersey
$5.5M
HIC
874
Hartline Investment Corp
Illinois
$5.48M
TA
875
Trivest Advisors
Hong Kong
$5.45M