CRM icon

Salesforce

2,910 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, 1,464 increasing their positions, 976 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,910
Holders Change
-155
Holders Change %
-5.06%
% of All Funds
39.54%
Holding in Top 10
77
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-41.22%
% of All Funds
1.05%
New
200
Increased
1,464
Reduced
976
Closed
294
Calls
$6.08B
Puts
$4.89B
Net Calls
+$1.2B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
26
Franklin Resources
California
$1.64B +$136M +507,186 +9%
UBS Group
27
UBS Group
Switzerland
$1.6B +$117M +436,833 +8%
Amundi
28
Amundi
France
$1.58B +$75M +292,356 +5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.51B +$1.37B +5,093,751 +944%
Ameriprise
30
Ameriprise
Minnesota
$1.31B +$48.5M +180,243 +4%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.12B +$83.8M +312,454 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$1.11B -$5.92M -22,050 -0.5%
Barclays
33
Barclays
United Kingdom
$1.02B +$111M +414,308 +12%
Raymond James Financial
34
Raymond James Financial
Florida
$1B +$62.4M +232,372 +7%
Jennison Associates
35
Jennison Associates
New York
$958M -$232M -863,885 -19%
American Century Companies
36
American Century Companies
Missouri
$951M -$71.6M -266,933 -7%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$920M -$47.8M -178,059 -5%
Wells Fargo
38
Wells Fargo
California
$901M +$53.1M +197,923 +6%
ClearBridge Investments
39
ClearBridge Investments
New York
$900M -$36.6M -136,427 -4%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$871M -$75.1M -279,691 -8%
Swedbank
41
Swedbank
Sweden
$793M -$235M -875,730 -23%
VH
42
ValueAct Holdings
California
$778M
AllianceBernstein
43
AllianceBernstein
Tennessee
$763M +$295M +1,099,627 +63%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$761M -$198M -738,956 -21%
Swiss National Bank
45
Swiss National Bank
Switzerland
$724M -$429K -1,600 -0.1%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$724M -$78.4M -292,140 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$716M +$119M +443,897 +20%
First Trust Advisors
48
First Trust Advisors
Illinois
$703M +$216M +805,387 +44%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$699M +$49M +182,474 +8%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$685M +$31.5M +117,425 +5%