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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
FIA
501
Foundations Investment Advisors
Arizona
$19M
WT
502
Washington Trust
Rhode Island
$18.7M
IP
503
Interval Partners
New York
$18.6M
RMA
504
Roffman Miller Associates
Pennsylvania
$18.5M
DA
505
Dash Acquisitions
California
$18.5M
WP
506
Woodline Partners
California
$18.5M
HPG
507
Harvest Portfolios Group
Ontario, Canada
$18.4M
SAM
508
Silvercrest Asset Management
New York
$18.4M
Hudson Bay Capital Management
509
Hudson Bay Capital Management
Connecticut
$18.3M
LFM
510
LGT Fund Management
Liechtenstein
$18.2M
IG
511
Ithaka Group
Virginia
$18.2M
PA
512
Parallel Advisors
California
$18.1M
WIA
513
World Investment Advisors
California
$18M
ABTD
514
Arvest Bank Trust Division
Oklahoma
$17.9M
GHA
515
GW Henssler & Associates
Georgia
$17.8M
LWM
516
Lyell Wealth Management
California
$17.7M
Tudor Investment Corp
517
Tudor Investment Corp
Connecticut
$17.7M
JLBC
518
J.L. Bainbridge & Co
Florida
$17.7M
HIP
519
HUB Investment Partners
Texas
$17.6M
MGP
520
Metis Global Partners
California
$17.4M
CIA
521
CCM Investment Advisers
South Carolina
$17.4M
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$17.4M
NPT
523
Nixon Peabody Trust
Massachusetts
$17.2M
BFIM
524
Beese Fulmer Investment Management
Ohio
$17.2M
BVDMP
525
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.1M