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Salesforce

2,914 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, 1,465 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
2,914
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
AAG
2901
Accordant Advisory Group
Maryland
$2.15K
PWM
2902
Parkworth Wealth Management
California
$1.88K
CW
2903
Curio Wealth
Maryland
$1.68K
ICCON
2904
Investment Counsel Company of Nevada
Nevada
$1.61K
DF
2905
DecisionPoint Financial
Arizona
$1.61K
BMC
2906
Bear Mountain Capital
Washington
$1.34K
SWC
2907
Spectrum Wealth Counsel
Indiana
$1.07K
IA
2908
IFS Advisors
Kansas
$1.07K
BDPWM
2909
Barnes Dennig Private Wealth Management
Ohio
$805
IWM
2910
Inlight Wealth Management
Georgia
$805
PPWM
2911
PFG Private Wealth Management
Florida
$675
IWM
2912
IMG Wealth Management
Florida
$537
RJA
2913
Ross\Johnson & Associates
Minnesota
$537
HIA
2914
HFM Investment Advisors
New Jersey
$537
KHC
2915
Koesten Hirschmann & Crabtree
Kansas
$270
Norges Bank
2916
Norges Bank
Norway
Viking Global Investors
2917
Viking Global Investors
Connecticut
WRCM
2918
Whale Rock Capital Management
Massachusetts
CAM
2919
Contour Asset Management
New York
RCM
2920
Rokos Capital Management
United Kingdom
OCM
2921
Oribel Capital Management
New York
ERSOT
2922
Employees Retirement System of Texas
Texas
SCA
2923
Southpoint Capital Advisors
New York
ACM
2924
Altimeter Capital Management
Massachusetts
FAM
2925
Foxhaven Asset Management
Virginia