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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
PI
251
PineBridge Investments
New York
$68.1M
AAIS
252
ABN AMRO Investment Solutions
$67.7M
BCWM
253
Bartlett & Co Wealth Management
Ohio
$67.4M
SFA
254
Sequoia Financial Advisors
Ohio
$67.2M
Osaic Holdings
255
Osaic Holdings
Arizona
$67M
CF
256
Corebridge Financial
Texas
$66.6M
CGPCS
257
Capital Group Private Client Services
California
$66.1M
Holocene Advisors
258
Holocene Advisors
New York
$65.8M
Mirae Asset Global Investments
259
Mirae Asset Global Investments
South Korea
$65.6M
CC
260
Chicago Capital
Illinois
$65.4M
GT
261
Glenmede Trust
Pennsylvania
$64.3M
Vontobel Holding
262
Vontobel Holding
Switzerland
$63.7M
LA
263
LBP AM
France
$63.4M
GGHC
264
Gilder Gagnon Howe & Co
New York
$63.3M
KCM
265
Kensico Capital Management
Connecticut
$63.2M
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$62.3M
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$62.1M
CII
268
Capital International Inc
California
$62M
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$61.5M
FFM
270
Fisher Funds Management
New Zealand
$61.4M
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$61.3M
MSE
272
MUFG Securities EMEA
United Kingdom
$61.2M
OIAM
273
OFI Invest Asset Management
France
$60.8M
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$60.4M
BBVA
275
Banco Bilbao Vizcaya Argentaria
Spain
$60.4M