CRM icon

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
YDMI
1001
Y.D. More Investments
Israel
$3.94M
CCP
1002
Clarity Capital Partners
California
$3.93M
DBG
1003
De Burlo Group
Massachusetts
$3.92M
AIM
1004
Aigen Investment Management
New York
$3.92M
SL
1005
Siren LLC
Connecticut
$3.92M
NB
1006
NBT Bank
New York
$3.85M
BHWM
1007
Bar Harbor Wealth Management
New Hampshire
$3.85M
HCM
1008
Hillman Capital Management
Maryland
$3.85M
CAM
1009
Cozad Asset Management
Illinois
$3.85M
IAN
1010
Integrated Advisors Network
Texas
$3.84M
RI
1011
Redwood Investments
Massachusetts
$3.84M
HZ
1012
Hixon Zuercher
Ohio
$3.84M
BHA
1013
Beech Hill Advisors
New York
$3.83M
GI
1014
GAMMA Investing
California
$3.8M
KHLMTHM
1015
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.8M
RWM
1016
Ritholtz Wealth Management
New York
$3.79M
HAS
1017
HBW Advisory Services
California
$3.79M
SI
1018
Shaker Investments
Ohio
$3.79M
VCM
1019
Voleon Capital Management
California
$3.78M
ATPW
1020
Ashton Thomas Private Wealth
Arizona
$3.77M
JHCP
1021
Jackson Hole Capital Partners
Oklahoma
$3.76M
PGFC
1022
Peapack-Gladstone Financial Corp
New Jersey
$3.76M
NFC
1023
Northeast Financial Consultants
Connecticut
$3.75M
CF
1024
Centaurus Financial
California
$3.73M
IWM
1025
IHT Wealth Management
Illinois
$3.73M