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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
NED
1676
Nancy E. Dempze
$1.04M
GBT
1677
Grove Bank & Trust
Florida
$1.04M
CMTU
1678
Capital Markets Trading (UK)
United Kingdom
$1.04M
AB
1679
ANB Bank
Colorado
$1.04M
BA
1680
Birinyi Associates
Connecticut
$1.03M
CA
1681
Continuum Advisory
Idaho
$1.03M
NME
1682
Notis-McConarty Edward
$1.03M
WI
1683
WrapManager Inc
California
$1.03M
EPIMS
1684
Evelyn Partners Investment Management Services
$1.03M
UIM
1685
Unified Investment Management
Georgia
$1.02M
WF
1686
WinCap Financial
Massachusetts
$1.02M
ACM
1687
Aster Capital Management
United Arab Emirates
$1.02M
BL
1688
BFSG LLC
California
$1.02M
B
1689
Barings
North Carolina
$1.02M
VA
1690
Valmark Advisers
Ohio
$1.01M
CWA
1691
Consilium Wealth Advisory
Texas
$1.01M
BWM
1692
Baron Wealth Management
Michigan
$1.01M
LFG
1693
Larson Financial Group
Missouri
$1M
LPT
1694
Legacy Private Trust
Wisconsin
$1M
SSWM
1695
Strait & Sound Wealth Management
California
$1M
NIWA
1696
New Insight Wealth Advisors
California
$1M
GCM
1697
Gladius Capital Management
Illinois
$998K
GKWIM
1698
Gerber Kawasaki Wealth & Investment Management
California
$993K
FCA
1699
FLC Capital Advisors
California
$993K
IIM
1700
Ipswich Investment Management
Massachusetts
$992K