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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
SPA
2426
Sherbrooke Park Advisers
New York
$282K
CIS
2427
Custom Index Systems
New York
$280K
LAM
2428
Lifestyle Asset Management
Texas
$280K
WEG
2429
World Equity Group
Illinois
$280K
RS
2430
Retirement Solution
Washington
$280K
KCPG
2431
Kavar Capital Partners Group
Kansas
$279K
FA
2432
FDx Advisors
Illinois
$279K
OWCM
2433
One Wealth Capital Management
Arizona
$279K
HR
2434
Howe & Rusling
New York
$278K
GHA
2435
Granite Harbor Advisors
Texas
$277K
WA
2436
Westfuller Advisors
New York
$276K
MSA
2437
McAlister Sweet & Associates
Texas
$276K
WH
2438
Willner & Heller
California
$276K
PWP
2439
Prasad Wealth Partners
Ohio
$275K
CSIC
2440
Clifford Swan Investment Counsel
California
$275K
AA
2441
Apriem Advisors
California
$275K
PA
2442
PSI Advisors
Florida
$275K
OC
2443
Oarsman Capital
Wisconsin
$275K
HKIMG
2444
Hutchens & Kramer Investment Management Group
Indiana
$274K
FFG
2445
Frisch Financial Group
New York
$274K
TIM
2446
Thompson Investment Management
Wisconsin
$274K
MFWP
2447
Mosaic Family Wealth Partners
Missouri
$273K
ST
2448
Somerset Trust
Pennsylvania
$273K
LA
2449
LexAurum Advisors
Kansas
$273K
AGC
2450
Aspen Grove Capital
Colorado
$272K