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Salesforce

2,916 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, 1,467 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
2,916
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
SGAM
2151
Smith Group Asset Management
Texas
$443K
MP
2152
McDonald Partners
Ohio
$441K
WG
2153
Welch Group
Alabama
$440K
AA
2154
Armis Advisers
Georgia
$439K
GF
2155
Gries Financial
Ohio
$439K
MWM
2156
Mattern Wealth Management
Kansas
$439K
GSB
2157
Greenfield Savings Bank
Massachusetts
$438K
FAM
2158
Fairtree Asset Management
South Africa
$438K
SYBT
2159
Stock Yards Bank & Trust
Kentucky
$438K
BTWM
2160
Brass Tax Wealth Management
Ohio
$438K
VFG
2161
V2 Financial group
Illinois
$437K
OW
2162
Olistico Wealth
Oklahoma
$435K
FFM
2163
Fullerton Fund Management
Singapore
$435K
PFA
2164
Pathway Financial Advisors
Vermont
$435K
HHRDM
2165
H&H Retirement Design & Management
Nevada
$435K
CCC
2166
Compass Capital Corp
Massachusetts
$435K
CAM
2167
Claret Asset Management
Quebec, Canada
$434K
IA
2168
IFC Advisors
California
$434K
LWM
2169
Lionshead Wealth Management
New York
$433K
SIAG
2170
Safeguard Investment Advisory Group
California
$432K
OWM
2171
OneAscent Wealth Management
Alabama
$432K
PB
2172
Pinnacle Bancorp
Nebraska
$432K
FPWM
2173
FSB Premier Wealth Management
Iowa
$431K
BOC
2174
Bull Oak Capital
California
$428K
BCP
2175
Berkeley Capital Partners
Georgia
$427K