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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
AFS
1201
Aft Forsyth & Sober
Florida
$2.48M
SAM
1202
Secure Asset Management
Michigan
$2.48M
AIP
1203
Ameritas Investment Partners
Nebraska
$2.48M
GLA
1204
Good Life Advisors
Pennsylvania
$2.47M
SAM
1205
Smartleaf Asset Management
Massachusetts
$2.46M
I
1206
INVST
Indiana
$2.46M
SFM
1207
Sphera Funds Management
Israel
$2.44M
DCA
1208
DSG Capital Advisors
Minnesota
$2.44M
MGIA
1209
Moneta Group Investment Advisors
Missouri
$2.43M
LHC
1210
Little House Capital
Massachusetts
$2.43M
ITC
1211
Inspire Trust Company
Nevada
$2.42M
LMKC
1212
L.M. Kohn & Company
Ohio
$2.41M
HCM
1213
Howard Capital Management
Georgia
$2.41M
DAS
1214
Diversify Advisory Services
Utah
$2.4M
CNC
1215
Citizens & Northern Corp
Pennsylvania
$2.39M
OHWP
1216
Oak Harbor Wealth Partners
North Carolina
$2.39M
UOC
1217
UBS O'Connor
Illinois
$2.39M
WA
1218
Wealth Alliance
New York
$2.37M
RWB
1219
RMR Wealth Builders
New Jersey
$2.37M
HG
1220
Herbst Group
Connecticut
$2.36M
BWG
1221
Boomfish Wealth Group
Georgia
$2.36M
CC
1222
Centiva Capital
New York
$2.36M
CG
1223
Carmignac Gestion
France
$2.36M
CHAM
1224
Clear Harbor Asset Management
Connecticut
$2.36M
FCB
1225
First County Bank
Connecticut
$2.35M