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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
AWA
1101
Arete Wealth Advisors
Illinois
$3.01M
P
1102
Pitcairn
Pennsylvania
$3M
JFG
1103
Jefferies Financial Group
New York
$3M
MA
1104
Montag & Associates
Georgia
$2.99M
MJP
1105
Michael J. Puzo
$2.99M
SGA
1106
Strategic Global Advisors
California
$2.97M
KA
1107
Kovack Advisors
Florida
$2.97M
S
1108
Sachetta
Massachusetts
$2.97M
TAM
1109
Trust Asset Management
Texas
$2.96M
IA
1110
IFP Advisors
Florida
$2.96M
FM
1111
Freemont Management
Switzerland
$2.95M
SWM
1112
SeaCrest Wealth Management
New York
$2.95M
CWM
1113
Cabot Wealth Management
Massachusetts
$2.95M
EBT
1114
Enterprise Bank & Trust
Massachusetts
$2.93M
CA
1115
Cache Advisors
California
$2.92M
AA
1116
ALPS Advisors
Colorado
$2.9M
FHA
1117
Flagship Harbor Advisors
Massachusetts
$2.89M
RC
1118
Roundview Capital
New Jersey
$2.89M
MCM
1119
MV Capital Management
Maryland
$2.88M
BA
1120
Bristlecone Advisors
Washington
$2.88M
BCB
1121
Brian C. Broderick
$2.87M
ALAM
1122
Asahi Life Asset Management
Japan
$2.87M
IAM
1123
Impact Asset Management
$2.85M
GIM
1124
Generali Investments Management
Slovenia
$2.85M
AC
1125
Avestar Capital
New York
$2.84M