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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
TWM
1776
Trueblood Wealth Management
Ohio
$866K
DJYG
1777
David J. Yvars Group
Florida
$865K
RWM
1778
Riverbend Wealth Management
South Carolina
$865K
FWP
1779
Forefront Wealth Partners
Texas
$864K
IWA
1780
Icon Wealth Advisors
Texas
$859K
LSIA
1781
LaSalle St. Investment Advisors
Illinois
$859K
CNTOF
1782
Canandaigua National Trust of Florida
New York
$859K
EFI
1783
EHP Funds Inc
Canada
$859K
KSB
1784
Kennebec Savings Bank
Maine
$858K
GI
1785
GAMCO Investors
Connecticut
$856K
CH
1786
Cromwell Holdings
Wyoming
$856K
ARMT
1787
Amica Retiree Medical Trust
Rhode Island
$854K
ACP
1788
Argyle Capital Partners
California
$854K
HBW
1789
Hazlett, Burt & Watson
West Virginia
$852K
RH
1790
RFG Holdings
Texas
$851K
SRC
1791
Sage Rhino Capital
California
$850K
LOIM
1792
Liberty One Investment Management
Illinois
$849K
WGC
1793
Watts Gwilliam & Co
Arizona
$849K
DFC
1794
DB Fitzpatrick & Co
Idaho
$848K
WWM
1795
Westwood Wealth Management
California
$846K
CMANY
1796
Capital Management Associates (New York)
New York
$845K
IIM
1797
InTrack Investment Management
Vermont
$844K
DWAM
1798
Duncan Williams Asset Management
Tennessee
$842K
EFS
1799
Essex Financial Services
Connecticut
$840K
1IA
1800
1834 Investment Advisors
Wisconsin
$836K