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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
DP
1576
Dearborn Partners
Illinois
$1.26M
ACM
1577
Allred Capital Management
Texas
$1.26M
CCB
1578
Country Club Bank
Missouri
$1.25M
GITFIT
1579
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.25M
SFC
1580
SYM Financial Corp
Indiana
$1.25M
EB
1581
Emprise Bank
Kansas
$1.24M
TYCC
1582
Texas Yale Capital Corp
Florida
$1.23M
GLAM
1583
Gardner Lewis Asset Management
Pennsylvania
$1.23M
BTWM
1584
Baker Tilly Wealth Management
Wisconsin
$1.23M
CIC
1585
Cornercap Investment Counsel
Georgia
$1.23M
QPW
1586
Quantum Private Wealth
Florida
$1.23M
BWA
1587
Bordeaux Wealth Advisors
California
$1.21M
FCBT
1588
First Citizens Bank & Trust
North Carolina
$1.21M
AC
1589
Arjuna Capital
North Carolina
$1.21M
MFP
1590
Meridian Financial Partners
Virginia
$1.21M
BF
1591
Brucke Financial
Indiana
$1.2M
FUBT
1592
First United Bank & Trust
Maryland
$1.2M
MBT
1593
Montecito Bank & Trust
California
$1.2M
CAWM
1594
Capital Advisors Wealth Management
Washington
$1.2M
SRA
1595
Secured Retirement Advisors
Minnesota
$1.2M
NJIM
1596
Nabity-Jensen Investment Management
Nebraska
$1.2M
VWM
1597
VCI Wealth Management
Missouri
$1.2M
AWM
1598
Accurate Wealth Management
Florida
$1.19M
PG
1599
Prostatis Group
Maryland
$1.19M
JIP
1600
Jaffetilchin Investment Partners
Florida
$1.19M