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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
JGUA
1026
John G. Ullman & Associates
New York
$3.69M
SWM
1027
Spire Wealth Management
Virginia
$3.66M
CCMG
1028
Clark Capital Management Group
Pennsylvania
$3.64M
KIA
1029
KCM Investment Advisors
California
$3.63M
WR
1030
WD Rutherford
Oregon
$3.57M
CCM
1031
Canal Capital Management
Virginia
$3.57M
RA
1032
RFG Advisory
Alabama
$3.54M
RBA
1033
Richard Bernstein Advisors
New York
$3.54M
SAM
1034
Silphium Asset Management
United Kingdom
$3.54M
NGA
1035
Naples Global Advisors
Florida
$3.52M
WAS
1036
Winch Advisory Services
Wisconsin
$3.51M
MP
1037
Munro Partners
Australia
$3.5M
AF
1038
Ally Financial
Michigan
$3.49M
CGIM
1039
Capital Group Investment Management
Singapore
$3.48M
TFA
1040
Transamerica Financial Advisors
Florida
$3.47M
IA
1041
Icon Advisers
Colorado
$3.46M
RWM
1042
Rockline Wealth Management
New York
$3.44M
SAS
1043
Stelac Advisory Services
New York
$3.42M
TPA
1044
Trivium Point Advisory
Connecticut
$3.41M
RFL
1045
RD Finance Ltd
Cyprus
$3.39M
CWI
1046
Conscious Wealth Investments
Florida
$3.39M
CP
1047
Cumberland Partners
Ontario, Canada
$3.38M
NS
1048
NBC Securities
Alabama
$3.38M
Simplex Trading
1049
Simplex Trading
Illinois
$3.35M
LWANC
1050
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M