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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
PA
701
Pinnacle Associates
New York
$9.11M
HTHT
702
Hemenway Trust Hemenway Trust
New Hampshire
$9.11M
IMCOOI
703
Investment Management Corp of Ontario (IMCO)
Canada
$9.1M
NCM
704
Novare Capital Management
North Carolina
$9.04M
GAM
705
Gotham Asset Management
New York
$9.03M
EF
706
Empowered Funds
Pennsylvania
$9.01M
GIM
707
Grassi Investment Management
California
$8.99M
IHL
708
Investment House LLC
California
$8.96M
EF
709
Empirical Finance
Pennsylvania
$8.91M
LFAS
710
Level Four Advisory Services
Texas
$8.88M
AG
711
AIA Group
Hong Kong
$8.83M
LMIM
712
Lockheed Martin Investment Management
Maryland
$8.81M
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$8.8M
EAM
714
EdenTree Asset Management
United Kingdom
$8.79M
CIA
715
Concurrent Investment Advisors
Florida
$8.69M
PTC
716
Philadelphia Trust Company
Pennsylvania
$8.69M
AAMU
717
APG Asset Management US
New York
$8.68M
BWFA
718
Baltimore-Washington Financial Advisors
Maryland
$8.67M
SWP
719
Stratos Wealth Partners
Ohio
$8.66M
BF
720
BOK Financial
Oklahoma
$8.64M
TPCW
721
TD Private Client Wealth
New York
$8.64M
RRAM
722
River Road Asset Management
Kentucky
$8.61M
KeyBank National Association
723
KeyBank National Association
Ohio
$8.57M
SF
724
Summit Financial
New Jersey
$8.55M
CDDEC
725
Caisse Des Depots Et Consignations
France
$8.54M