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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
HWM
2376
Hohimer Wealth Management
Washington
$306K
EHC
2377
Everett Harris & Co
California
$306K
MAG
2378
M3 Advisory Group
Massachusetts
$305K
FMII
2379
Farmers & Merchants Investments Inc
Nebraska
$305K
MHC
2380
May Hill Capital
Massachusetts
$305K
CWA
2381
Canvas Wealth Advisors
Kansas
$303K
HA
2382
Helium Advisors
Washington
$303K
FPGK
2383
Financial Partners Group (Kansas)
Kansas
$302K
MPM
2384
MBB Public Markets
Illinois
$302K
WI
2385
WBI Investments
New Jersey
$302K
FAM
2386
Forte Asset Management
New York
$302K
BBP
2387
Banco BTG Pactual
Brazil
$301K
WFA
2388
WMG Financial Advisors
Tennessee
$301K
TWM
2389
TCFG Wealth Management
California
$300K
NG
2390
Novem Group
New York
$300K
MMM
2391
Mendel Money Management
Illinois
$298K
VPW
2392
Variant Private Wealth
Virginia
$298K
NRI
2393
NFP Retirement Inc
California
$298K
CA
2394
Crewe Advisors
Utah
$298K
SWA
2395
Strategies Wealth Advisors
Michigan
$297K
EFA
2396
Evernest Financial Advisors
Indiana
$297K
MM
2397
MQS Management
New York
$297K
CGA
2398
Compound Global Advisors
Washington
$295K
BI
2399
Bramshill Investments
Florida
$295K
FI
2400
Financial Insights
Washington
$295K