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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
SAI
1451
Savvy Advisors Inc
New York
$1.56M
RAM
1452
Ramirez Asset Management
New York
$1.56M
MWM
1453
MFG Wealth Management
Indiana
$1.56M
SSI
1454
Scott & Selber Inc
Texas
$1.56M
CI
1455
CX Institutional
Indiana
$1.55M
BC
1456
Bowman & Company
Wisconsin
$1.55M
CWM
1457
Castle Wealth Management
Florida
$1.55M
CB
1458
Community Bank
New York
$1.55M
EPIME
1459
Evelyn Partners Investment Management (Europe)
$1.55M
RB
1460
Renasant Bank
Mississippi
$1.54M
RFM
1461
Royal Fund Management
Florida
$1.54M
TTIC
1462
Tower Trust & Investment Company
Iowa
$1.54M
GC
1463
Gilbert & Cook
Iowa
$1.53M
GCP
1464
GSA Capital Partners
United Kingdom
$1.53M
DRD
1465
Dennis R. Delaney
$1.53M
NCGI
1466
Next Century Growth Investors
Minnesota
$1.53M
LAM
1467
LECAP Asset Management
United Kingdom
$1.52M
GH
1468
GAM Holding
Switzerland
$1.52M
NAMNJ
1469
NorthStar Asset Management (New Jersey)
New Jersey
$1.52M
KMWM
1470
Keudell/Morrison Wealth Management
Oregon
$1.52M
CMI
1471
Clare Market Investments
Texas
$1.51M
LCM
1472
Lazari Capital Management
California
$1.51M
EW
1473
Evoke Wealth
California
$1.51M
MCM
1474
Mainstay Capital Management
Michigan
$1.5M
SW
1475
Simplicity Wealth
New Jersey
$1.49M