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
HAG
1426
HF Advisory Group
Maryland
$1.63M
BCM
1427
Beck Capital Management
Texas
$1.62M
EFG
1428
Embree Financial Group
Illinois
$1.62M
TPWA
1429
TRUE Private Wealth Advisors
Oregon
$1.62M
ST
1430
Sabal Trust
Florida
$1.61M
ADL
1431
Asset Dedication LLC
California
$1.61M
DFA
1432
Delta Financial Advisors
Louisiana
$1.61M
SP
1433
Stablepoint Partners
Massachusetts
$1.61M
HBT
1434
Heartland Bank & Trust
Illinois
$1.61M
GA
1435
GraniteShares Advisors
New York
$1.6M
MFA
1436
Millington Financial Advisors
Illinois
$1.6M
FPF
1437
First Pacific Financial
Washington
$1.6M
FG
1438
Fiduciary Group
Georgia
$1.59M
IAS
1439
IMA Advisory Services
Colorado
$1.58M
RAM
1440
Redmond Asset Management
Virginia
$1.58M
DA
1441
Doliver Advisors
Texas
$1.58M
NL
1442
NVWM LLC
Pennsylvania
$1.58M
KHCM
1443
Kirtland Hills Capital Management
Ohio
$1.58M
WBC
1444
West Branch Capital
Massachusetts
$1.58M
PIA
1445
Perennial Investment Advisors
California
$1.57M
AA
1446
ABC Arbitrage
France
$1.57M
RCA
1447
Riverview Capital Advisers
Massachusetts
$1.57M
EML
1448
Eos Management LP
New York
$1.57M
1SB
1449
1ST Source Bank
Indiana
$1.57M
TCPG
1450
Trivant Custom Portfolio Group
California
$1.56M