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
MHC
726
Meyer Handelman Company
New York
$8.5M
CA
727
Callahan Advisors
Texas
$8.44M
Bessemer Group
728
Bessemer Group
New Jersey
$8.41M
BONST
729
Bank of Nova Scotia Trust
Ontario, Canada
$8.37M
LIP
730
Liontrust Investment Partners
United Kingdom
$8.35M
Group One Trading
731
Group One Trading
Illinois
$8.3M
HI
732
Horizon Investments
North Carolina
$8.29M
SIMG
733
Sonora Investment Management Group
Arizona
$8.24M
PFU
734
Parus Finance (UK)
United Kingdom
$8.21M
NMIMC
735
Northwestern Mutual Investment Management Company
Wisconsin
$8.17M
WS
736
Wedbush Securities
California
$8.14M
MF
737
Magnetar Financial
Illinois
$8.13M
PCIG
738
Partners Capital Investment Group
Massachusetts
$8.11M
EFM
739
E Fund Management
China
$8.05M
WFG
740
Wormser Freres Gestion
France
$8M
SHGA
741
Sand Hill Global Advisors
California
$7.97M
ACA
742
Anchor Capital Advisors
Massachusetts
$7.96M
HT
743
Headlands Technologies
Illinois
$7.93M
TFIPS
744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.93M
JCM
745
Jag Capital Management
Missouri
$7.92M
DA
746
Dillon & Associates
Michigan
$7.89M
HCP
747
Hamilton Capital Partners
Georgia
$7.83M
SVCP
748
Silicon Valley Capital Partners
California
$7.82M
OQS
749
Occudo Quantitative Strategies
Florida
$7.77M
PR
750
Payden & Rygel
California
$7.76M