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Salesforce

2,915 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, 1,466 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
2,915
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
RFA
2401
Reyes Financial Architecture
California
$294K
DIM
2402
DLK Investment Management
California
$293K
UAG
2403
United Advisor Group
Ohio
$293K
SIC
2404
Shoker Investment Counsel
Ohio
$293K
MCM
2405
Mengis Capital Management
Oregon
$293K
FAT
2406
First American Trust
California
$292K
MTIM
2407
Marathon Trading Investment Management
Pennsylvania
$292K
Cohen & Steers
2408
Cohen & Steers
New York
$291K
FWM
2409
Forza Wealth Management
Florida
$290K
MCM
2410
M1 Capital Management
Michigan
$290K
1WM
2411
1900 Wealth Management
Texas
$290K
NFG
2412
Nadler Financial Group
Illinois
$289K
CPA
2413
Capital Planning Advisors
California
$288K
SIC
2414
Sigma Investment Counselors
Michigan
$287K
LIA
2415
LBMC Investment Advisors
Tennessee
$286K
MWM
2416
Momentous Wealth Management
Washington
$286K
BWG
2417
Balanced Wealth Group
Ohio
$285K
IFU
2418
iSAM Funds (UK)
United Kingdom
$284K
NIM
2419
Northeast Investment Management
Massachusetts
$284K
EC
2420
EdgeRock Capital
Colorado
$284K
WE
2421
Wealth Effects
Massachusetts
$283K
CCA
2422
Catalyst Capital Advisors
New York
$283K
GCM
2423
Gallacher Capital Management
Colorado
$283K
EW
2424
Element Wealth
Mississippi
$282K
CAAS
2425
Capital Asset Advisory Services
Michigan
$282K