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
KI
1551
Keystone Investors
Singapore
$1.32M
IWA
1552
Invera Wealth Advisors
Oregon
$1.32M
NA
1553
Navellier & Associates
Nevada
$1.32M
ESB
1554
Essex Savings Bank
Connecticut
$1.31M
Financial Engines Advisors
1555
Financial Engines Advisors
California
$1.3M
BF
1556
bLong Financial
Tennessee
$1.29M
CB
1557
CNB Bank
Pennsylvania
$1.29M
HPC
1558
HM Payson & Co
Maine
$1.29M
TFA
1559
Teamwork Financial Advisors
Texas
$1.29M
BFPW
1560
BOK Financial Private Wealth
Colorado
$1.29M
AIC
1561
Argus Investors Counsel
New York
$1.28M
CPA
1562
Capital Performance Advisors
California
$1.28M
DL
1563
DOHJ LLC
Washington
$1.28M
BAM
1564
Bosun Asset Management
Illinois
$1.28M
GCA
1565
Gallagher Capital Advisors
Texas
$1.28M
CRWM
1566
Castle Rock Wealth Management
California
$1.27M
GWANC
1567
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M
6F
1568
626 Financial
Michigan
$1.27M
GWSG
1569
GPS Wealth Strategies Group
Colorado
$1.27M
VBCG
1570
Valley Brook Capital Group
Pennsylvania
$1.26M
MM
1571
Morangie Management
Florida
$1.26M
WIM
1572
Westside Investment Management
California
$1.26M
OWP
1573
Obermeyer Wealth Partners
Colorado
$1.26M
CCP
1574
Carmel Capital Partners
California
$1.26M
VIM
1575
VELA Investment Management
Ohio
$1.26M