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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
SRC
576
Shufro Rose & Co
New York
$14.1M
UF
577
Univest Financial
Pennsylvania
$14M
EAM
578
EULAV Asset Management
Florida
$14M
JRP
579
Jasper Ridge Partners
California
$13.9M
TCM
580
Thames Capital Management
New Jersey
$13.9M
FMI
581
Factory Mutual Insurance
Massachusetts
$13.9M
LSERS
582
Louisiana State Employees Retirement System
Louisiana
$13.8M
IMRF
583
Illinois Municipal Retirement Fund
Illinois
$13.8M
CC
584
Cornerstone Capital
California
$13.8M
P
585
&Partners
Tennessee
$13.7M
BEI
586
Benjamin Edwards Inc
Missouri
$13.7M
TP
587
TenCore Partners
New York
$13.6M
SAM
588
Securian Asset Management
Minnesota
$13.6M
Parallax Volatility Advisers
589
Parallax Volatility Advisers
California
$13.6M
BFS
590
Bradley Foster & Sargent
Connecticut
$13.4M
MCM
591
MAI Capital Management
Ohio
$13.3M
CTA
592
Chesley Taft & Associates
Illinois
$13.1M
ACA
593
Aptus Capital Advisors
Alabama
$13.1M
Verition Fund Management
594
Verition Fund Management
Connecticut
$13.1M
DADC
595
D.A. Davidson & Co
Montana
$13M
FVWA
596
Foster Victor Wealth Advisors
South Carolina
$12.9M
BBA
597
BLB&B Advisors
Pennsylvania
$12.9M
NCL
598
Nishkama Capital LLC
Puerto Rico
$12.9M
Walleye Capital
599
Walleye Capital
New York
$12.9M
PCM
600
Prana Capital Management
Connecticut
$12.8M