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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
SFCL
1351
Strengthening Families & Communities LLC
Massachusetts
$1.87M
BB
1352
Berkshire Bank
Massachusetts
$1.87M
SC
1353
Saturna Capital
Washington
$1.86M
FMTC
1354
Farmers & Merchants Trust Company
California
$1.86M
CWA
1355
Core Wealth Advisors
Florida
$1.86M
WRPWM
1356
Werba Rubin Papier Wealth Management
California
$1.86M
BM
1357
Brandywine Managers
Delaware
$1.86M
SFA
1358
Souders Financial Advisors
Ohio
$1.86M
BTD
1359
BankPlus Trust Department
Mississippi
$1.85M
NFG
1360
Nations Financial Group
Iowa
$1.84M
NG
1361
Northstar Group
New York
$1.84M
TF
1362
TLWM Financial
Texas
$1.84M
GAM
1363
Grandview Asset Management
Pennsylvania
$1.83M
MW
1364
Maia Wealth
Colorado
$1.83M
CT
1365
Chicago Trust
Illinois
$1.83M
AWA
1366
Aaron Wealth Advisors
Illinois
$1.83M
RPC
1367
Rossmore Private Capital
Connecticut
$1.83M
SFA
1368
Semmax Financial Advisors
North Carolina
$1.82M
BWAM
1369
Boyd Watterson Asset Management
Ohio
$1.82M
VF
1370
Virtu Financial
New York
$1.8M
MSR
1371
Main Street Research
Connecticut
$1.8M
PTP
1372
Platform Technology Partners
New York
$1.79M
AFA
1373
AA Financial Advisors
Ohio
$1.79M
KP
1374
Keel Point
Alabama
$1.79M
SC
1375
Syon Capital
California
$1.78M