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Salesforce

2,917 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,468 increasing their positions, 979 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: 200 | Existing positions closed: 294

41% less funds holding in top 10

Funds holding in top 10: 13177 (-54)

Holders
2,917
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
OPS
476
Orion Portfolio Solutions
Nebraska
$20.9M
BCI
477
Brinker Capital Investments
Pennsylvania
$20.9M
PAG
478
Private Advisor Group
New Jersey
$20.9M
FCH
479
Freestone Capital Holdings
Washington
$20.8M
Point72 Asset Management
480
Point72 Asset Management
Connecticut
$20.8M
FFB
481
First Financial Bankshares
Texas
$20.7M
MSU
482
Mizuho Securities USA
New York
$20.6M
PCMC
483
Paragon Capital Management (Colorado)
Colorado
$20.4M
NCM
484
Nellore Capital Management
California
$20.4M
CWM
485
Congress Wealth Management
Massachusetts
$20.2M
TI
486
Trexquant Investment
Connecticut
$20.2M
AIM
487
ARK Investment Management
Florida
$20.2M
Walleye Trading
488
Walleye Trading
New York
$20M
ONB
489
Old National Bancorp
Indiana
$19.9M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
490
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.8M
LGF
491
LGT Group Foundation
Liechtenstein
$19.8M
PFS
492
Prospera Financial Services
Texas
$19.8M
MIA
493
MMBG Investment Advisors
Florida
$19.6M
CSS
494
Cubist Systematic Strategies
Connecticut
$19.6M
CA
495
Clearstead Advisors
Ohio
$19.6M
YC
496
Yarbrough Capital
Tennessee
$19.5M
KPWS
497
Kestra Private Wealth Services
Texas
$19.4M
MAM
498
Magellan Asset Management
Australia
$19.3M
MAM
499
Martingale Asset Management
Massachusetts
$19.1M
DWP
500
Daymark Wealth Partners
Ohio
$19.1M