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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
FNFDCM
1276
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.1M
PH
1277
Pinnacle Holdings
Oklahoma
$2.1M
FMB
1278
Field & Main Bank
Kentucky
$2.1M
AWP
1279
Ascent Wealth Partners
New York
$2.09M
JPWM
1280
Jamison Private Wealth Management
Georgia
$2.08M
PCG
1281
PFC Capital Group
California
$2.08M
BAM
1282
Belpointe Asset Management
Nevada
$2.08M
IA
1283
Integrity Alliance
Iowa
$2.08M
HA
1284
Harfst & Associates
Wyoming
$2.07M
NL
1285
Navalign LLC
California
$2.07M
BSB
1286
Bangor Savings Bank
Maine
$2.07M
UB
1287
Umpqua Bank
Oregon
$2.07M
NB
1288
Nicolet Bankshares
Wisconsin
$2.06M
IB
1289
Intrust Bank
Kansas
$2.06M
FIC
1290
FCG Investment Company
Tennessee
$2.05M
EWM
1291
EPG Wealth Management
Georgia
$2.05M
TFGT
1292
TS Financial Group (TSFG)
Illinois
$2.05M
BAM
1293
Beaumont Asset Management
Texas
$2.05M
SWK
1294
Stephen W. Kidder
$2.05M
BMCM
1295
Bryn Mawr Capital Management
Pennsylvania
$2.05M
AI
1296
Arvest Investments
Arkansas
$2.05M
AAS
1297
Ameritas Advisory Services
Nebraska
$2.05M
GIM
1298
Goelzer Investment Management
Indiana
$2.03M
PWP
1299
Pursue Wealth Partners
California
$2.03M
WMP
1300
Wealth Management Partners
Arizona
$2.03M