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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
MC
2501
Mirabaud & Cie
Switzerland
$254K
GAMC
2502
Garner Asset Management Corp
Texas
$253K
JCM
2503
Janney Capital Management
Pennsylvania
$253K
LCM
2504
Lattice Capital Management
Washington
$252K
YIM
2505
Yoffe Investment Management
Pennsylvania
$251K
SWMP
2506
Signature Wealth Management Partners
New Jersey
$251K
FSC
2507
Full Sail Capital
Oklahoma
$251K
LRIA
2508
Leonard Rickey Investment Advisors
Washington
$250K
SPWM
2509
Spartan Planning & Wealth Management
North Carolina
$250K
Fiera Capital (Canada)
2510
Fiera Capital (Canada)
Quebec, Canada
$250K
MBI
2511
May Barnhard Investments
Maryland
$249K
VF
2512
Vawter Financial
Ohio
$249K
CFAM
2513
Center For Asset Management
Florida
$248K
COFSG
2514
Carbahal Olsen Financial Services Group
California
$248K
FC
2515
Forte Capital
New York
$247K
AHL
2516
Abel Hall LLC
Louisiana
$246K
KRW
2517
Kaufman Rossin Wealth
Florida
$245K
SAW
2518
Signal Advisors Wealth
Michigan
$245K
RIG
2519
RiverFront Investment Group
Virginia
$244K
MAM
2520
McLean Asset Management
Virginia
$243K
C
2521
Covestor
United Kingdom
$243K
GCP
2522
Gill Capital Partners
Colorado
$243K
PP
2523
Postrock Partners
Oregon
$243K
AIMCA
2524
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$242K
CL
2525
CSS LLC
Illinois
$242K