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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
EMB
1751
Elefante Mark B
$917K
IIC
1752
Ironwood Investment Counsel
Arizona
$913K
SWA
1753
Sax Wealth Advisors
New Jersey
$911K
CC
1754
Callan Capital
California
$910K
CCWM
1755
Correct Capital Wealth Management
Missouri
$910K
PA
1756
Prossimo Advisors
California
$908K
GSIAS
1757
Garden State Investment Advisory Services
New Jersey
$903K
PSP
1758
Principal Street Partners
Tennessee
$899K
PA
1759
Probity Advisors
Texas
$897K
SCA
1760
STALEY CAPITAL ADVISERS
Pennsylvania
$897K
MMG
1761
Monetary Management Group
Missouri
$896K
TPW
1762
Talon Private Wealth
Florida
$892K
TGAM
1763
TBH Global Asset Management
Tennessee
$889K
CIG
1764
Cascade Investment Group
Colorado
$886K
GAG
1765
Goodman Advisory Group
Massachusetts
$886K
TA
1766
TFG Advisers
Michigan
$879K
EAM
1767
Empirical Asset Management
Massachusetts
$876K
RCA
1768
Roberts Capital Advisors
Colorado
$875K
SA
1769
Sovran Advisors
California
$872K
MMPW
1770
Mitchell McLeod Pugh & Williams
Alabama
$871K
PGWM
1771
Parisi Gray Wealth Management
New Jersey
$870K
XF
1772
XML Financial
Maryland
$869K
DW30
1773
Drucker Wealth 3.0
New Jersey
$869K
SAM
1774
Strive Asset Management
Ohio
$867K
MIC
1775
Meridian Investment Counsel
California
$867K