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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
ICP
1601
Interchange Capital Partners
Pennsylvania
$1.19M
FC
1602
Fairscale Capital
New Hampshire
$1.18M
RP
1603
Raelipskie Partnership
Ontario, Canada
$1.18M
BOM
1604
Bank of Marin
California
$1.18M
WCA
1605
Westover Capital Advisors
Delaware
$1.18M
SMA
1606
Sage Mountain Advisors
Georgia
$1.18M
CB
1607
Cadence Bank
Mississippi
$1.17M
MW
1608
Marcum Wealth
Ohio
$1.17M
RMP
1609
Richards, Merrill & Peterson
Washington
$1.17M
CC
1610
Copperleaf Capital
North Carolina
$1.17M
BFM
1611
Boothbay Fund Management
New York
$1.16M
CM
1612
Capula Management
Cayman Islands
$1.16M
FCM
1613
Fire Capital Management
California
$1.16M
JFA
1614
JNBA Financial Advisors
Minnesota
$1.16M
SIC
1615
Sterling Investment Counsel
New York
$1.16M
BO
1616
Bank OZK
Arkansas
$1.15M
PFWA
1617
Paces Ferry Wealth Advisors
Georgia
$1.15M
DI
1618
Diligent Investors
California
$1.15M
HH
1619
HWG Holdings
Texas
$1.15M
NDSI
1620
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M
GFG
1621
Greystone Financial Group
Michigan
$1.14M
AFP
1622
Ausdal Financial Partners
Iowa
$1.14M
TPI
1623
Trust Point Inc
Wisconsin
$1.14M
AWM
1624
Aprio Wealth Management
Georgia
$1.13M
AF
1625
Aviso Financial
Ontario, Canada
$1.13M