CRM icon

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
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$34.1M
AV
377
ASR Vermogensbeheer
Netherlands
$33.4M
OAM
378
Oppenheimer Asset Management
New York
$33.1M
VCM
379
Valiant Capital Management
California
$33.1M
GC
380
Guggenheim Capital
Illinois
$32.9M
JF
381
Jump Financial
Illinois
$32.9M
CGH
382
Crossmark Global Holdings
Texas
$32.8M
Twin Tree Management
383
Twin Tree Management
Texas
$32.8M
TI
384
Tidal Investments
Wisconsin
$32.8M
WT
385
Whittier Trust
California
$32.6M
BPWM
386
Badgley Phelps Wealth Managers
Washington
$32.5M
AAS
387
Annex Advisory Services
Wisconsin
$32.3M
Lido Advisors
388
Lido Advisors
California
$32M
SCM
389
Silvant Capital Management
Georgia
$32M
AS
390
Aware Super
Australia
$32M
GA
391
GuoLine Advisory
Singapore
$31.6M
NP
392
NS Partners
United Kingdom
$31.3M
YCM
393
Yousif Capital Management
Michigan
$31.3M
NAM
394
Nissay Asset Management
Japan
$31.2M
OCM
395
Osterweis Capital Management
California
$31M
MOACM
396
Mutual of America Capital Management
New York
$30.8M
HCMG
397
Howard Capital Management Group
California
$30.7M
SOADOR
398
State of Alaska Department of Revenue
Alaska
$30.1M
UCFA
399
United Capital Financial Advisors
Texas
$29.8M
RG
400
Renaissance Group
Kentucky
$29.7M