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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
MNBTD
1151
Moody National Bank Trust Division
Texas
$2.74M
MGP
1152
M&G plc
United Kingdom
$2.74M
SWM
1153
Segment Wealth Management
Texas
$2.73M
SWM
1154
Sculati Wealth Management
Michigan
$2.72M
AWM
1155
Axxcess Wealth Management
California
$2.72M
GWMIA
1156
Global Wealth Management Investment Advisory
Florida
$2.72M
GIS
1157
Graphene Investments SAS
France
$2.71M
JGCM
1158
Joseph Group Capital Management
Ohio
$2.7M
PL
1159
Perpetual Ltd
Australia
$2.69M
BRG
1160
Bay Rivers Group
Virginia
$2.69M
PCM
1161
Penserra Capital Management
California
$2.69M
NAG
1162
Northstar Advisory Group
New Jersey
$2.69M
CHCM
1163
Columbus Hill Capital Management
New Jersey
$2.68M
AP
1164
Advisors Preferred
Maryland
$2.67M
AFC
1165
AFT Forsyth & Company
Florida
$2.67M
BTI
1166
Blue Trust Inc
Georgia
$2.67M
NF
1167
Nikulski Financial
Iowa
$2.67M
UW
1168
Unique Wealth
Florida
$2.66M
NSB
1169
Norway Savings Bank
Maine
$2.64M
TIA
1170
Tiemann Investment Advisors
California
$2.64M
DWA
1171
Douglass Winthrop Advisors
New York
$2.63M
ECM
1172
Element Capital Management
New York
$2.61M
UBG
1173
United Bank (Georgia)
Georgia
$2.6M
VNA
1174
Valley National Advisers
Pennsylvania
$2.59M
SCP
1175
Shorepoint Capital Partners
Massachusetts
$2.58M