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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
FCM
2351
Fourpath Capital Management
Oklahoma
$317K
HCP
2352
Hexagon Capital Partners
Arkansas
$316K
FG
2353
Foster Group
Iowa
$315K
JSAM
2354
J. Safra Asset Management
New York
$314K
GA
2355
GFS Advisors
Texas
$314K
UWM
2356
USAdvisors Wealth Management
Minnesota
$314K
RS
2357
Rakuten Securities
Japan
$314K
CA
2358
Calton & Associates
Florida
$313K
WAM
2359
Werlinich Asset Management
Connecticut
$313K
OWA
2360
Opal Wealth Advisors
New York
$313K
PCA
2361
Peddock Capital Advisors
Massachusetts
$313K
CA
2362
Cornerstone Advisory
Maryland
$312K
GA
2363
GSG Advisors
New Jersey
$312K
VC
2364
Veracity Capital
Georgia
$311K
ITIM
2365
Indiana Trust & Investment Management
Indiana
$311K
GPW
2366
Genesis Private Wealth
Virginia
$311K
CAGAS
2367
Capital Advisory Group Advisory Services
Minnesota
$310K
CC
2368
Cypress Capital
Tennessee
$310K
CFS
2369
CRA Financial Services
New Jersey
$310K
PWAM
2370
Pinnacle West Asset Management
Wyoming
$309K
GCM
2371
GKV Capital Management
California
$309K
CWA
2372
Consilio Wealth Advisors
Washington
$308K
OFW
2373
Omnia Family Wealth
Florida
$307K
WDG
2374
Wealth Dimensions Group
Ohio
$307K
MAWCM
2375
Mine & Arao Wealth Creation & Management
California
$307K