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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
M
901
Mirova
France
$5.06M
CA
902
Cullinan Associates
Kentucky
$5.06M
SCM
903
Sone Capital Management
New York
$5.05M
DC
904
Davenport & Co
Virginia
$5.05M
WIC
905
Woodmont Investment Counsel
Tennessee
$5.02M
CAL
906
Capital Analysts LLC
Pennsylvania
$5M
QPWM
907
Quadrant Private Wealth Management
Pennsylvania
$4.99M
LSA
908
L & S Advisors
California
$4.97M
VI
909
Vestcor Inc
New Brunswick, Canada
$4.96M
WPP
910
Whalerock Point Partners
Rhode Island
$4.96M
CCAM
911
Codex Capital Asset Management
Texas
$4.96M
AAM
912
Azzad Asset Management
Virginia
$4.95M
HWAM
913
Hennion & Walsh Asset Management
New Jersey
$4.91M
PT
914
Plimoth Trust
Massachusetts
$4.91M
USCWA
915
U.S. Capital Wealth Advisors
Texas
$4.9M
CI
916
Conning Inc
Connecticut
$4.9M
CT
917
Caldwell Trust
Florida
$4.89M
GC
918
Garde Capital
Washington
$4.87M
MYAM
919
Meiji Yasuda Asset Management
Japan
$4.86M
NRD
920
Nebula Research & Development
New York
$4.86M
PC
921
Promethos Capital
Massachusetts
$4.85M
DWT
922
Dorsey & Whitney Trust
South Dakota
$4.85M
IGAM
923
iA Global Asset Management
Quebec, Canada
$4.83M
JF
924
Jericho Financial
Ohio
$4.83M
HBCM
925
Heron Bay Capital Management
Michigan
$4.82M