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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
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$81.4M
TG
227
TCW Group
California
$80.9M
WHG
228
Westwood Holdings Group
Texas
$80.5M
CAG
229
Crestwood Advisors Group
Massachusetts
$80.4M
UBP
230
Union Bancaire Privee
Switzerland
$79.9M
RP
231
Riverbridge Partners
Minnesota
$79.8M
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.7M
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$77.2M
MIM
234
MetLife Investment Management
New Jersey
$75.7M
ASRS
235
Arizona State Retirement System
Arizona
$75.4M
Rafferty Asset Management
236
Rafferty Asset Management
New York
$74.4M
EAM
237
Erste Asset Management
Austria
$73.9M
CB
238
Commerce Bank
Missouri
$73.6M
Creative Planning
239
Creative Planning
Kansas
$73.5M
NHAS
240
Novo Holdings A/S
Denmark
$73.2M
Mariner
241
Mariner
Kansas
$73M
NC
242
Nicholas Company
Wisconsin
$72.9M
RBI
243
Raiffeisen Bank International
Austria
$71.6M
FAF
244
Första AP-fonden
Sweden
$71.1M
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$70.7M
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$70.4M
SOMRS
247
State of Michigan Retirement System
Michigan
$69.7M
SEIA
248
Signature Estate & Investment Advisors
California
$69.2M
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$69M
MPI
250
Mairs & Power Inc
Minnesota
$68.4M