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 201 funds opening new positions, 1,468 increasing their positions, 978 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: 201 | 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
DIM
2001
Delta Investment Management
California
$564K
WPWM
2002
Western Pacific Wealth Management
Illinois
$562K
FNBT
2003
FineMark National Bank & Trust
Florida
$561K
RBWA
2004
RFG - Bristol Wealth Advisors
Massachusetts
$561K
EP
2005
Edgestream Partners
New Jersey
$561K
DOA
2006
D'Orazio & Associates
Virginia
$560K
RFN
2007
Redwood Financial Network
Ohio
$560K
GF
2008
Gabelli Funds
New York
$560K
SMA
2009
Seven Mile Advisory
New Jersey
$560K
SFG
2010
SevenBridge Financial Group
Pennsylvania
$557K
MFG
2011
Magnus Financial Group
New York
$556K
SC
2012
Saiph Capital
New Jersey
$556K
TSMHT
2013
Thurston Springer Miller Herd & Titak
Indiana
$556K
AA
2014
Addison Advisors
Vermont
$554K
WMA
2015
West Michigan Advisors
Michigan
$553K
NAS
2016
NWF Advisory Services
California
$553K
IWA
2017
IVC Wealth Advisors
Pennsylvania
$552K
BTW
2018
Boston Trust Walden
Massachusetts
$552K
MAM
2019
Meeder Asset Management
Ohio
$551K
RGC
2020
Roberts, Glore & Co
Illinois
$551K
FEG
2021
Financial Enhancement Group
Indiana
$549K
TSS
2022
Two Sigma Securities
New York
$545K
RAM
2023
Readystate Asset Management
Illinois
$544K
VCWM
2024
Vista Cima Wealth Management
Arizona
$544K
PA
2025
Perennial Advisors
New York
$544K