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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
FAIM
1176
Financial Advocates Investment Management
Washington
$2.57M
XT
1177
XTX Topco
Cayman Islands
$2.56M
WF
1178
Welch & Forbes
Massachusetts
$2.56M
MTIC
1179
Missouri Trust & Investment Company
Missouri
$2.55M
ES
1180
Eagle Strategies
New York
$2.54M
SAG
1181
SageView Advisory Group
California
$2.54M
PAM
1182
Paradigm Asset Management
New York
$2.54M
CTC
1183
Cetera Trust Company
Minnesota
$2.53M
CPC
1184
CFC Planning Company
Indiana
$2.53M
ZF
1185
Zhang Financial
Michigan
$2.53M
PPWP
1186
Premier Path Wealth Partners
New Jersey
$2.53M
MCM
1187
Maytus Capital Management
New York
$2.51M
SFS
1188
Sowell Financial Services
Arkansas
$2.51M
PTC
1189
Private Trust Company
Ohio
$2.51M
DCM
1190
Davidson Capital Management
Texas
$2.51M
AI
1191
Aperture Investors
New York
$2.51M
VFA
1192
Voya Financial Advisors
Connecticut
$2.51M
KTM
1193
Keeler Thomas Management
Utah
$2.5M
CI
1194
Cigna Investments
Connecticut
$2.5M
PWCM
1195
Processus Wealth & Capital Management
Tennessee
$2.5M
COI
1196
Connable Office Inc
Michigan
$2.5M
NW
1197
Naviter Wealth
Arkansas
$2.49M
HS
1198
HighVista Strategies
Massachusetts
$2.49M
BCM
1199
Boltwood Capital Management
California
$2.49M
PWP
1200
Principle Wealth Partners
Connecticut
$2.48M