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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
DAS
876
Dynamic Advisor Solutions
Arizona
$5.44M
CUAMC
877
China Universal Asset Management Company
China
$5.44M
NFSG
878
Newbridge Financial Services Group
Florida
$5.42M
SAM
879
Smithbridge Asset Management
Pennsylvania
$5.41M
BBHC
880
Brown Brothers Harriman & Co
New York
$5.4M
PWP
881
Private Wealth Partners
California
$5.37M
LP
882
LMR Partners
United Kingdom
$5.37M
EIM
883
Essex Investment Management
Massachusetts
$5.35M
MM
884
Meridian Management
Arkansas
$5.35M
BIP
885
Bouvel Investment Partners
Pennsylvania
$5.34M
PIA
886
Petredis Investment Advisors
Pennsylvania
$5.34M
GCM
887
Genus Capital Management
British Columbia, Canada
$5.33M
MWA
888
Meridian Wealth Advisors
Texas
$5.33M
BCCM
889
Bridge Creek Capital Management
Massachusetts
$5.31M
BWP
890
Burling Wealth Partners
Illinois
$5.31M
B
891
Bailard
California
$5.3M
LAM
892
Lingohr Asset Management
Germany
$5.28M
GAAM
893
Guinness Atkinson Asset Management
California
$5.28M
GIA
894
Gladstone Institutional Advisory
Florida
$5.21M
CIG
895
Consolidated Investment Group
Colorado
$5.19M
O
896
Ossiam
France
$5.17M
MMA
897
Miracle Mile Advisors
California
$5.15M
SC
898
Sawyer & Company
Massachusetts
$5.12M
NNPTE
899
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.12M
FFA
900
Farther Finance Advisors
California
$5.08M