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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
RCM
976
RNC Capital Management
California
$4.2M
SAI
977
Systematic Alpha Investments
New Jersey
$4.19M
FCM
978
Fortis Capital Management
Washington
$4.17M
TCM
979
Twin Capital Management
Pennsylvania
$4.15M
WAOTB
980
Wealth Advisors of Tampa Bay
Florida
$4.15M
BDL
981
Bey-Douglas LLC
Georgia
$4.14M
WWA
982
WCG Wealth Advisors
Nevada
$4.12M
AFA
983
Arlington Financial Advisors
California
$4.09M
KFS
984
Kurt F. Somerville
$4.08M
AWM
985
Avior Wealth Management
Nebraska
$4.06M
SPG
986
Strategic Planning Group
Utah
$4.06M
GIC
987
Generali Investments CEE
Czech Republic
$4.05M
TW
988
TritonPoint Wealth
Maryland
$4.05M
IRAG
989
Investment Research & Advisory Group
Georgia
$4.04M
CIG
990
Cullen Investment Group
Louisiana
$4.04M
VIA
991
Vickerman Investment Advisors
Washington
$4.03M
MPPLM
992
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.03M
PIMJS
993
PKO Investment Management Joint-Stock
Poland
$4.03M
EDRH
994
Edmond de Rothschild Holding
Switzerland
$4.02M
TCOT
995
Trust Company of Toledo
Ohio
$4.01M
SC
996
Sepio Capital
Utah
$4M
MA
997
Modus Advisors
Minnesota
$3.97M
WIS
998
Wright Investors Service
Connecticut
$3.97M
PIM
999
Progressive Investment Management
Oregon
$3.97M
1C
1000
111 Capital
France
$3.96M