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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
GAM
1826
Griffin Asset Management
New York
$796K
PCM
1827
Pointe Capital Management
Michigan
$795K
CAM
1828
Carret Asset Management
New York
$792K
MLA
1829
My Legacy Advisors
Oregon
$789K
KC
1830
Knuff & Co
California
$788K
AFT
1831
Alpha Family Trust
California
$788K
BCM
1832
Bienville Capital Management
New York
$785K
FA
1833
Fountainhead AM
New Jersey
$784K
HIC
1834
Holderness Investments Company
North Carolina
$781K
YAVAPFMC
1835
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$780K
LIM
1836
Leavell Investment Management
Alabama
$777K
JIC
1837
Joel Isaacson & Co
New York
$775K
NHC
1838
Nicholas Hoffman & Company
Georgia
$773K
MW
1839
MBL Wealth
North Carolina
$773K
ST
1840
Smithfield Trust
Pennsylvania
$771K
SB
1841
Sunflower Bank
Texas
$770K
IC
1842
Inscription Capital
Texas
$769K
KFA
1843
Krane Funds Advisors
New York
$769K
Fayez Sarofim & Co
1844
Fayez Sarofim & Co
Texas
$768K
CPW
1845
Catalyst Private Wealth
California
$767K
SCP
1846
Sivia Capital Partners
California
$765K
PHIC
1847
Pine Haven Investment Counsel
Massachusetts
$761K
WWM
1848
Wolff Wiese Magana
California
$761K
SCI
1849
S&CO Inc
Massachusetts
$761K
P8IP
1850
Pier 88 Investment Partners
California
$759K