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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
CAG
1726
Csenge Advisory Group
Florida
$961K
MCWA
1727
Meadow Creek Wealth Advisors
Georgia
$953K
MYIA
1728
Mount Yale Investment Advisors
Colorado
$953K
IIC
1729
Integrated Investment Consultants
Michigan
$952K
FSBI
1730
Fearless Solutions (Best Invest)
Texas
$950K
TBT
1731
Texas Bank & Trust
Texas
$950K
MFA
1732
Mayflower Financial Advisors
Massachusetts
$948K
SIG
1733
Sky Investment Group
Connecticut
$947K
IAIM
1734
International Assets Investment Management
Florida
$944K
OFS
1735
OneAscent Financial Services
Alabama
$943K
FAM
1736
Formidable Asset Management
Ohio
$943K
MTWM
1737
Masso Torrence Wealth Management
New Jersey
$940K
IPAM
1738
Investment Partners Asset Management
New Jersey
$936K
MI
1739
Motiv8 Investments
Florida
$936K
SF
1740
Symphony Financial
Texas
$934K
CAU
1741
Caxton Associates (UK)
$934K
RF
1742
Roxbury Financial
New Jersey
$931K
RIL
1743
Rothschild Investment LLC
Illinois
$931K
WFAG
1744
Worth Financial Advisory Group
North Carolina
$931K
HCM
1745
Howland Capital Management
Massachusetts
$930K
KIA
1746
Kraematon Investment Advisors
Massachusetts
$929K
UCB
1747
United Community Bank
South Carolina
$927K
HVCM
1748
Hel Ved Capital Management
Hong Kong
$926K
WPW
1749
Waldron Private Wealth
Pennsylvania
$925K
SS
1750
Sunbelt Securities
Texas
$920K