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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
FB
1126
Fulton Bank
Pennsylvania
$2.83M
GGI
1127
GPM Growth Investors
Michigan
$2.83M
WBC
1128
Westpac Banking Corp
Australia
$2.83M
BHIA
1129
Birch Hill Investment Advisors
Massachusetts
$2.82M
SLI
1130
Sumitomo Life Insurance
Japan
$2.82M
FFM
1131
Forum Financial Management
Illinois
$2.81M
DACS
1132
Dymon Asia Capital (Singapore)
Singapore
$2.81M
WP
1133
WealthShield Partners
North Carolina
$2.8M
CHP
1134
Cable Hill Partners
Oregon
$2.79M
GLR
1135
Great Lakes Retirement
Ohio
$2.78M
IIA
1136
IPG Investment Advisors
California
$2.78M
KAS
1137
KPP Advisory Services
Kentucky
$2.78M
MIS
1138
Morningstar Investment Services
Illinois
$2.78M
IFWM
1139
Institute for Wealth Management
Colorado
$2.77M
OM
1140
OV Management
Minnesota
$2.77M
KIM
1141
Kestra Investment Management
Texas
$2.77M
ETC
1142
Exchange Traded Concepts
Oklahoma
$2.77M
HCMT
1143
Highland Capital Management (Tennessee)
Tennessee
$2.76M
PNAA
1144
Pictet North America Advisors
Switzerland
$2.76M
ACS
1145
Archford Capital Strategies
Illinois
$2.76M
SA
1146
Strategic Advisors
New York
$2.76M
VWM
1147
Venturi Wealth Management
Texas
$2.75M
MG
1148
Mather Group
Illinois
$2.75M
SI
1149
Scharf Investments
California
$2.75M
PHK
1150
Point72 Hong Kong
Hong Kong
$2.74M