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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
NRG
676
Nemes Rush Group
Michigan
$9.93M
OIA
677
OneDigital Investment Advisors
Kansas
$9.89M
GFM
678
GF Fund Management
China
$9.77M
CCM
679
Channing Capital Management
Illinois
$9.69M
HWM
680
HB Wealth Management
Georgia
$9.58M
ECM
681
Evergreen Capital Management
Washington
$9.57M
PAS
682
Park Avenue Securities
New York
$9.57M
SSB
683
Sandy Spring Bank
Maryland
$9.52M
QFA
684
Quattro Financial Advisors
Texas
$9.39M
WC
685
Whitney & Co
New York
$9.39M
ALMGDA
686
AG2R La Mondiale Gestion d'Actifs
France
$9.37M
NAMM
687
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.34M
NAAA
688
New Age Alpha Advisors
New York
$9.32M
PA
689
Procyon Advisors
Connecticut
$9.32M
SB
690
Simmons Bank
Arkansas
$9.3M
VFA
691
Valeo Financial Advisors
Indiana
$9.29M
AWM
692
Apollon Wealth Management
South Carolina
$9.28M
SWA
693
Stratos Wealth Advisors
Ohio
$9.27M
AC
694
Allstate Corporation
Illinois
$9.25M
KA
695
Kintegral Advisory
New York
$9.24M
CWM
696
Calamos Wealth Management
Illinois
$9.23M
SIM
697
Stratos Investment Management
Ohio
$9.23M
SCA
698
Snowden Capital Advisors
New York
$9.18M
SIM
699
Seaview Investment Managers
Florida
$9.18M
MIC
700
Maxi Investments CY
Cyprus
$9.17M