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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
SI
2976
Symmetry Investments
Jersey
WAM
2977
Weiss Asset Management
Massachusetts
AIM
2978
Adapt Investment Managers
Switzerland
PM
2979
Parametrica Management
Hong Kong
Connor, Clark & Lunn Investment Management (CC&L)
2980
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
AFCM
2981
Applied Finance Capital Management
Puerto Rico
WAM
2982
Worth Asset Management
Texas
KJHP
2983
K.J. Harrison & Partners
Ontario, Canada
WG
2984
Winton Group
United Kingdom
NIP
2985
Nicholas Investment Partners
California
QC
2986
Quantessence Capital
New York
CFGS
2987
Concourse Financial Group Securities
Alabama
UWM
2988
Udine Wealth Management
Florida
BFA
2989
Brendel Financial Advisors
New Hampshire
DF
2990
Donoghue Forlines
Massachusetts
VAM
2991
Valliance Asset Management
Hong Kong
TCM
2992
Teza Capital Management
Illinois
MAMU
2993
Myriad Asset Management US
Florida
FAM
2994
Fred Alger Management
New York
CPM
2995
Connective Portfolio Management
New York
PCMH
2996
Polymer Capital Management (HK)
Hong Kong
PCM
2997
Prelude Capital Management
New York
SB
2998
SIG Brokerage
New York
BWP
2999
Barlow Wealth Partners
Kentucky
MIP
3000
Marietta Investment Partners
Wisconsin