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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
AP
926
Americana Partners
Texas
$4.81M
FHA
927
First Horizon Advisors
Tennessee
$4.8M
HBT
928
Hills Bank & Trust
Iowa
$4.79M
MAS
929
Meeder Advisory Services
Ohio
$4.78M
FMI
930
F/M Investments
District of Columbia
$4.78M
QCG
931
Quadrant Capital Group
Ohio
$4.76M
SAM
932
Stansberry Asset Management
Texas
$4.74M
MKA
933
M. Kulyk & Associates
Georgia
$4.72M
LA
934
LM Advisors
California
$4.72M
TCCM
935
Timber Creek Capital Management
Massachusetts
$4.72M
AFG
936
Atomi Financial Group
New York
$4.71M
CRB
937
Chad R. Baker
$4.7M
SS
938
SBI Securities
Japan
$4.69M
FRA
939
Frank Rimerman Advisors
California
$4.68M
CCA
940
Checchi Capital Advisers
California
$4.65M
SC
941
SouthState Corp
Florida
$4.64M
CWP
942
Cyndeo Wealth Partners
Florida
$4.64M
HCA
943
Harbour Capital Advisors
Virginia
$4.63M
OHIS
944
Oak Harvest Investment Services
Texas
$4.63M
BFW
945
Brady Family Wealth
Missouri
$4.62M
OA
946
Oak Associates
Ohio
$4.61M
SW
947
SVB Wealth
Massachusetts
$4.58M
CI
948
Cavalier Investments
Georgia
$4.56M
EWM
949
Elite Wealth Management
Washington
$4.56M
MSA
950
MUFG Securities Americas
New York
$4.55M