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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
FMC
1626
First Merchants Corp
Indiana
$1.13M
BA
1627
Bridgewater Advisors
New York
$1.13M
CWM
1628
Cornerstone Wealth Management
Missouri
$1.13M
LGA
1629
Lebenthal Global Advisors
New York
$1.13M
VWA
1630
Visionary Wealth Advisors
Illinois
$1.13M
SIG
1631
Sargent Investment Group
Maryland
$1.13M
BAM
1632
Byrne Asset Management
New Jersey
$1.13M
TPWA
1633
Twin Peaks Wealth Advisors
California
$1.12M
BCM
1634
BluePath Capital Management
Georgia
$1.12M
DCM
1635
Dudley Capital Management
Virginia
$1.12M
FIM
1636
Freedom Investment Management
Connecticut
$1.12M
APP
1637
Avantax Planning Partners
Iowa
$1.12M
AF
1638
Aldebaran Financial
$1.12M
GWP
1639
Gen-Wealth Partners
Michigan
$1.12M
OWA
1640
Octavia Wealth Advisors
Ohio
$1.12M
LCM
1641
LCM Capital Management
Illinois
$1.12M
KCFA
1642
Key Client Fiduciary Advisors
New Jersey
$1.12M
OFS
1643
Orrstown Financial Services
Pennsylvania
$1.11M
BDFN
1644
Bond & Devick Financial Network
Minnesota
$1.11M
AWM
1645
Angeles Wealth Management
California
$1.11M
FFG
1646
Fiduciary Financial Group
California
$1.1M
MCA
1647
Magnolia Capital Advisors
Mississippi
$1.1M
SIC
1648
Salem Investment Counselors
North Carolina
$1.09M
SFG
1649
Shum Financial Group
California
$1.08M
BIA
1650
Benchmark Investment Advisors
Illinois
$1.08M