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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
RCG
1376
Regatta Capital Group
California
$1.78M
DAM
1377
Doheny Asset Management
California
$1.78M
1W
1378
1776 Wealth
Georgia
$1.78M
OTL
1379
Oak Thistle LLC
New York
$1.78M
RMAM
1380
Raab & Moskowitz Asset Management
New Jersey
$1.78M
PGAM
1381
Princeton Global Asset Management
New Jersey
$1.77M
LPAM
1382
Lodestar Private Asset Management
California
$1.77M
BC
1383
Belmont Capital
California
$1.76M
AIP
1384
Arrowpoint Investment Partners
Singapore
$1.76M
COCM
1385
Charter Oak Capital Management
New Hampshire
$1.76M
WA
1386
WP Advisors
California
$1.75M
CBT
1387
Central Bank & Trust
Kentucky
$1.75M
BHC
1388
Bowen Hanes & Co
Florida
$1.75M
OF
1389
Optimize Financial
California
$1.75M
FFL
1390
Future Fund LLC
Illinois
$1.75M
GEA
1391
Glen Eagle Advisors
New Jersey
$1.75M
LWA
1392
Lineweaver Wealth Advisors
Ohio
$1.75M
DAM
1393
Deltec Asset Management
New York
$1.74M
MCM
1394
Mainstream Capital Management
California
$1.74M
LFA
1395
Legacy Financial Advisors
Kentucky
$1.73M
GS
1396
GTS Securities
New York
$1.73M
PPC
1397
Park Place Capital
Alabama
$1.73M
PMWMG
1398
Parr McKnight Wealth Management Group
Minnesota
$1.73M
TAM
1399
Tealwood Asset Management
Minnesota
$1.72M
KFS
1400
Kaizen Financial Strategies
California
$1.72M