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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
JE
3001
JMAC Enterprises
Pennsylvania
EP
3002
Essential Planning
New Hampshire
ECP
3003
Elwood Capital Partners
New York
BIP
3004
Blueprint Investment Partners
North Carolina
MFS
3005
Monetta Financial Services
Illinois
NL
3006
NWAM LLC
Washington
FTUS
3007
Flow Traders U.S.
New York
HCS
3008
Himension Capital (Singapore)
Singapore
CM
3009
Corvex Management
New York
APGDR
3010
Absoluto Partners Gestao de Recursos
Brazil
RL
3011
Retireful LLC
Michigan
AIA
3012
Angeles Investment Advisors
California
SRL
3013
Scientech Research LLC
New Jersey
Voloridge Investment Management
3014
Voloridge Investment Management
Florida
AWF
3015
Alpha Wealth Funds
Utah
ORAM
3016
One River Asset Management
Connecticut
FWM
3017
FFT Wealth Management
Pennsylvania
KIM
3018
Kane Investment Management
California
FFG
3019
Floyd Financial Group
Missouri
LWM
3020
Liberty Wealth Management
California
ACH
3021
ArrowMark Colorado Holdings
Colorado
WWM
3022
Waterway Wealth Management
Texas
NAM
3023
Nutshell Asset Management
United Kingdom
OWA
3024
One Wealth Advisors
California
NCFG
3025
New Century Financial Group
New Jersey