CRM icon

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
OIM
1701
Oder Investment Management
California
$992K
TCM
1702
Triumph Capital Management
Colorado
$992K
FWCM
1703
Ferguson Wellman Capital Management
Oregon
$991K
CIA
1704
Cape Investment Advisory
Georgia
$990K
SWM
1705
Seed Wealth Management
Illinois
$989K
TCPW
1706
Twin City Private Wealth
North Carolina
$987K
OPW
1707
Oxler Private Wealth
New York
$986K
BB
1708
Burford Brothers
Texas
$985K
MIM
1709
Moseley Investment Management
Florida
$984K
SOW
1710
State of Wyoming
Wyoming
$982K
PMA
1711
Prudent Man Advisors
Illinois
$981K
FB
1712
First Bancorp
Maine
$979K
SM
1713
Sciencast Management
New Jersey
$979K
PCS
1714
Personal CFO Solutions
New Jersey
$978K
SC
1715
Sierra Capital
Florida
$977K
UH
1716
Unigestion Holding
Switzerland
$975K
OPTFSNA
1717
Old Point Trust & Financial Services N A
Virginia
$975K
CFMC
1718
Curbstone Financial Management Corp
New Hampshire
$973K
AAP
1719
Arax Advisory Partners
Colorado
$973K
CWM
1720
Connecticut Wealth Management
Connecticut
$971K
BOH
1721
Bank of Hawaii
Hawaii
$969K
MAM
1722
MWA Asset Management
Massachusetts
$967K
SC
1723
Shay Capital
New York
$966K
AGP
1724
Aspire Growth Partners
Florida
$965K
SGI
1725
Summit Global Investments
Utah
$965K