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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
ITFISA
951
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.55M
OL
952
Optas LLC
Texas
$4.53M
FFP
953
FourThought Financial Partners
Florida
$4.51M
AI
954
AXS Investments
New York
$4.51M
SCP
955
Sandhill Capital Partners
New York
$4.49M
RWM
956
RBA Wealth Management
California
$4.49M
HCM
957
Hudson Capital Management
New Jersey
$4.47M
FTWA
958
Fifth Third Wealth Advisors
Ohio
$4.46M
ACM
959
Aljian Capital Management
Nevada
$4.45M
FFWA
960
FRG Family Wealth Advisors
Washington
$4.42M
AG
961
AlTi Global
New York
$4.42M
PSC
962
Prentiss Smith & Co
Vermont
$4.4M
PAM
963
Pegasus Asset Management
New York
$4.4M
PCM
964
Parsons Capital Management
Rhode Island
$4.38M
AF
965
Arrow Financial
New York
$4.36M
NIM
966
Nicollet Investment Management
Minnesota
$4.33M
RWA
967
Roberts Wealth Advisors
California
$4.32M
SC
968
Savoie Capital
Illinois
$4.31M
AG
969
Ascent Group
Virginia
$4.3M
CCM
970
Condor Capital Management
New Jersey
$4.3M
DLCIG
971
D.L. Carlson Investment Group
New Hampshire
$4.29M
WPC
972
Wedmont Private Capital
Pennsylvania
$4.29M
LW
973
Linscomb Wealth
Texas
$4.28M
GM
974
GeoWealth Management
Illinois
$4.28M
FIB
975
First Interstate Bank
Montana
$4.25M