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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
B
1526
Birchbrook
Maine
$1.37M
IIM
1527
Ironwood Investment Management
Massachusetts
$1.37M
PP
1528
PDS Planning
Ohio
$1.37M
OCM
1529
Orion Capital Management
California
$1.36M
HIM
1530
Hillsdale Investment Management
Ontario, Canada
$1.36M
AA
1531
Argent Advisors
Louisiana
$1.36M
MA
1532
MONECO Advisors
Connecticut
$1.36M
AWA
1533
Alta Wealth Advisors
Massachusetts
$1.36M
PMG
1534
ProVise Management Group
Florida
$1.36M
EWA
1535
Etesian Wealth Advisors
Oregon
$1.35M
MCM
1536
Moore Capital Management
New York
$1.35M
FC
1537
Fjell Capital
North Dakota
$1.35M
CWS
1538
Confluence Wealth Services
Pennsylvania
$1.35M
CWM
1539
Chemistry Wealth Management
New York
$1.34M
SC
1540
Sapient Capital
Indiana
$1.34M
CM
1541
CastleKnight Management
New York
$1.34M
USPCM
1542
Union Square Park Capital Management
New York
$1.34M
OMG
1543
One Madison Group
New York
$1.34M
MLL
1544
Moody Lynn & Lieberson
Massachusetts
$1.34M
AA
1545
Alta Advisers
United Kingdom
$1.33M
CCG
1546
Cypress Capital Group
Florida
$1.33M
JSW
1547
Journey Strategic Wealth
New Jersey
$1.33M
SQA
1548
Simon Quick Advisors
New Jersey
$1.33M
PBT
1549
Pictet Bank & Trust
Bahamas
$1.32M
V
1550
ViaWealth
Kansas
$1.32M