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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
GMA
2326
Glassy Mountain Advisors
Maryland
$328K
LW
2327
Libra Wealth
California
$328K
RC
2328
Rovin Capital
Arizona
$328K
JCFM
2329
JBR Co Financial Management
Oklahoma
$328K
RCP
2330
Rothschild Capital Partners
New York
$327K
SEA
2331
Stegent Equity Advisors
Texas
$327K
WA
2332
Wealth Architects
California
$325K
WAG
2333
Wallace Advisory Group
California
$324K
UOTTAIMCU
2334
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$324K
AI
2335
Accredited Investors
Minnesota
$323K
FNBSF
2336
First National Bank Sioux Falls
South Dakota
$322K
AIM
2337
Advyzon Investment Management
Illinois
$321K
DWM
2338
Destination Wealth Management
California
$321K
BWS
2339
Broadway Wealth Solutions
Texas
$321K
KCM
2340
Kathmere Capital Management
Pennsylvania
$320K
I
2341
InceptionR
California
$320K
PI
2342
Pettee Investors
Connecticut
$319K
EFSCE
2343
Enterprise Financial Services Corp (EFSC)
Missouri
$319K
OBWG
2344
Onyx Bridge Wealth Group
New York
$319K
VI
2345
VanderPol Investments
Michigan
$319K
TFA
2346
Trinity Financial Advisors
Ohio
$319K
CCWM
2347
Cassaday & Co Wealth Management
Virginia
$318K
CFSG
2348
Clark Financial Services Group
Missouri
$318K
PFG
2349
Prosperity Financial Group
California
$317K
SI
2350
Saxon Interests
Texas
$317K