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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
AF
776
Allworth Financial
California
$7M
EWM
777
Evercore Wealth Management
New York
$6.99M
LS
778
Livforsakringsbolaget Skandia
Sweden
$6.98M
CWM
779
CMH Wealth Management
New Hampshire
$6.96M
QT
780
Quantbot Technologies
New York
$6.91M
Wolverine Trading
781
Wolverine Trading
Illinois
$6.9M
QIM
782
Quantitative Investment Management
Virginia
$6.88M
MWM
783
Marietta Wealth Management
Georgia
$6.86M
MFG
784
Merit Financial Group
Georgia
$6.86M
RIG
785
Renaissance Investment Group
Massachusetts
$6.84M
BG
786
BDF Gestion
France
$6.75M
HFS
787
Hantz Financial Services
Michigan
$6.72M
AC
788
Asio Capital
Kentucky
$6.71M
ACM
789
Alight Capital Management
New York
$6.71M
BIAS
790
Beacon Investment Advisory Services
New Jersey
$6.71M
Impax Asset Management Group
791
Impax Asset Management Group
United Kingdom
$6.7M
WAM
792
Wolverine Asset Management
Illinois
$6.69M
RWM
793
Revisor Wealth Management
Ohio
$6.68M
SBIA
794
Sheaff Brock Investment Advisors
Indiana
$6.67M
CCM
795
Cohen Capital Management
California
$6.67M
SAM
796
SP Asset Management
California
$6.66M
HCM
797
Harvey Capital Management
Florida
$6.65M
BZWA
798
Blue Zone Wealth Advisors
California
$6.64M
SMTF
799
Sphera Management Technology Funds
Israel
$6.59M
HFM
800
Harvest Fund Management
China
$6.58M