CRM icon

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
SJIM
1401
St. Johns Investment Management
Florida
$1.72M
CP
1402
Canopy Partners
Ohio
$1.71M
HDA
1403
Harold Davidson & Associates
California
$1.71M
CFO
1404
Callan Family Office
Pennsylvania
$1.7M
WPA
1405
Wealth Preservation Advisors
Tennessee
$1.7M
GCM
1406
Generation Capital Management
New York
$1.7M
BFS
1407
Bard Financial Services
Connecticut
$1.7M
SVWAG
1408
Sound View Wealth Advisors Group
Georgia
$1.7M
AC
1409
AlphaCore Capital
California
$1.68M
JCM
1410
Jacobi Capital Management
Pennsylvania
$1.67M
CPIA
1411
Cornell Pochily Investment Advisors
New York
$1.67M
PJSIMP
1412
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.67M
MFG
1413
MidWestOne Financial Group
Iowa
$1.66M
PI
1414
PFG Investments
New York
$1.66M
QWM
1415
Quadcap Wealth Management
Texas
$1.66M
LC
1416
Lindbrook Capital
California
$1.65M
CF
1417
Convergence Financial
Missouri
$1.65M
IPAM
1418
ICICI Prudential Asset Management
India
$1.65M
LWP
1419
LMG Wealth Partners
Louisiana
$1.64M
EFG
1420
Everhart Financial Group
Ohio
$1.64M
LA
1421
Legacy Advisors
Pennsylvania
$1.64M
OIS
1422
Okabena Investment Services
Minnesota
$1.64M
SMH
1423
Sanders Morris Harris
Texas
$1.64M
NG
1424
Norden Group
Utah
$1.64M
LAM
1425
Lewis Asset Management
California
$1.63M