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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
CPBTD
1076
Central Pacific Bank - Trust Division
Hawaii
$3.17M
HH
1077
Hilltop Holdings
Texas
$3.17M
B
1078
Bensler
Washington
$3.17M
IBOK
1079
Independence Bank of Kentucky
Kentucky
$3.17M
OCA
1080
Otter Creek Advisors
Florida
$3.15M
WCF
1081
West Coast Financial
California
$3.14M
TPW
1082
Transatlantique Private Wealth
New York
$3.14M
BWM
1083
BigSur Wealth Management
Florida
$3.14M
RPI
1084
Railway Pension Investments
United Kingdom
$3.14M
GI
1085
GS Investments
Minnesota
$3.14M
FPAS
1086
Focus Partners Advisor Solutions
Missouri
$3.14M
CIA
1087
Cohen Investment Advisors
New Hampshire
$3.13M
CNBT
1088
Canandaigua National Bank & Trust
New York
$3.13M
HIA
1089
Harbor Investment Advisory
Maryland
$3.13M
DWP
1090
Destiny Wealth Partners
Florida
$3.12M
QI
1091
Qtron Investments
Massachusetts
$3.1M
TNA
1092
True North Advisors
Texas
$3.1M
1WA
1093
180 Wealth Advisors
Washington
$3.09M
CGL
1094
Clarius Group LLC
Washington
$3.07M
CA
1095
CGN Advisors
Kansas
$3.07M
CW
1096
CreativeOne Wealth
Kansas
$3.06M
IPW
1097
IronBridge Private Wealth
Texas
$3.06M
OFS
1098
OMC Financial Services
New York
$3.04M
HFRG
1099
Houlihan Financial Resource Group
Virginia
$3.04M
SCM
1100
SCS Capital Management
Massachusetts
$3.01M