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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
NSIM
1651
North Star Investment Management
Illinois
$1.08M
APC
1652
Aspire Private Capital
North Carolina
$1.07M
TBC
1653
Ted Buchan & Co
California
$1.07M
LAM
1654
L2 Asset Management
Massachusetts
$1.07M
MCP
1655
Mirador Capital Partners
California
$1.07M
CWA
1656
Crux Wealth Advisors
California
$1.07M
PFG
1657
Putney Financial Group
California
$1.07M
RBC
1658
Romano Brothers & Co
Illinois
$1.07M
CBTWT
1659
Community Bank & Trust (Waco, Texas)
Texas
$1.07M
WC
1660
Waterloo Capital
Texas
$1.07M
TAM
1661
Trillium Asset Management
Massachusetts
$1.06M
GWS
1662
Greykasell Wealth Strategies
California
$1.06M
BIM
1663
Bridges Investment Management
Nebraska
$1.06M
CSA
1664
Cottage Street Advisors
Massachusetts
$1.06M
VIA
1665
Virtus Investment Advisers
Connecticut
$1.06M
SIA
1666
Strategic Investment Advisors
Michigan
$1.05M
FMLI
1667
Fukoku Mutual Life Insurance
Japan
$1.05M
CFG
1668
Carr Financial Group
Massachusetts
$1.05M
BWP
1669
BSW Wealth Partners
Colorado
$1.05M
MDA
1670
Minot DeBlois Advisors
Massachusetts
$1.05M
KC
1671
Katamaran Capital
United Kingdom
$1.05M
EMC
1672
Everest Management Corp
California
$1.05M
BI
1673
Bradyco Inc
Massachusetts
$1.04M
AIM
1674
Anchor Investment Management
South Carolina
$1.04M
CLA
1675
Carnegie Lake Advisors
New Jersey
$1.04M