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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
CM
751
Castleark Management
Illinois
$7.7M
SAM
752
Sompo Asset Management
Japan
$7.66M
VIS
753
Vega Investment Solutions
France
$7.6M
HAG
754
HighPoint Advisor Group
Illinois
$7.48M
AAM
755
Advisors Asset Management
Colorado
$7.46M
BJL
756
Brighton Jones LLC
Washington
$7.43M
KIA
757
Knollwood Investment Advisory
Maryland
$7.38M
IIM
758
Intact Investment Management
Quebec, Canada
$7.35M
AUB
759
Atlantic Union Bankshares
Virginia
$7.34M
CK
760
Cohen Klingenstein
New York
$7.33M
CTC
761
Central Trust Company
Missouri
$7.31M
PIM
762
Plato Investment Management
Australia
$7.28M
BL
763
BCWM LLC
Kansas
$7.25M
PAG
764
Private Advisory Group
Washington
$7.25M
FNT
765
First National Trust
Pennsylvania
$7.25M
SM
766
Selkirk Management
New Jersey
$7.25M
MWM
767
Modera Wealth Management
New Jersey
$7.23M
KRSITF
768
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.21M
SAM
769
Shell Asset Management
Netherlands
$7.18M
ZBNA
770
Zions Bancorporation, National Association
Utah
$7.18M
YIH
771
Y-Intercept (HK)
Hong Kong
$7.16M
EH
772
Equitable Holdings
New York
$7.12M
DWM
773
Diversify Wealth Management
Utah
$7.09M
ACM
774
Advisors Capital Management
New Jersey
$7.05M
ECM
775
Everence Capital Management
Indiana
$7.04M