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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
CM
1326
Caption Management
Oklahoma
$1.93M
RSWM
1327
Robertson Stephens Wealth Management
California
$1.93M
UAS
1328
United Asset Strategies
New York
$1.93M
Koshinski Asset Management
1329
Koshinski Asset Management
Illinois
$1.93M
ISL
1330
Ingalls & Snyder LLC
New York
$1.92M
ANTB
1331
AMG National Trust Bank
Colorado
$1.92M
CCS
1332
Concentric Capital Strategies
Connecticut
$1.92M
GCM
1333
Glynn Capital Management
California
$1.92M
WCM
1334
Weaver Capital Management
Georgia
$1.91M
EI
1335
Ellevest Inc
New York
$1.91M
ATWA
1336
Arbor Trust Wealth Advisors
Michigan
$1.91M
AB
1337
Atlas Brown
Kentucky
$1.91M
V
1338
VeraBank
Texas
$1.91M
MYLI
1339
Meiji Yasuda Life Insurance
Japan
$1.91M
SWMG
1340
Signature Wealth Management Group
Georgia
$1.91M
NA
1341
Nautilus Advisors
California
$1.89M
CIA
1342
Capital Investment Advisors
Georgia
$1.88M
CWMK
1343
Caliber Wealth Management (Kansas)
Kansas
$1.88M
AIM
1344
Allen Investment Management
New York
$1.88M
SACTSONJ
1345
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.88M
AA
1346
Ancora Advisors
Ohio
$1.87M
CPW
1347
Cove Private Wealth
New York
$1.87M
CVA
1348
Central Valley Advisors
California
$1.87M
WGCA
1349
Wolf Group Capital Advisors
Virginia
$1.87M
C
1350
Certuity
Florida
$1.87M