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Salesforce

2,910 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,463 increasing their positions, 978 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,910
Holders Change
-156
Holders Change %
-5.09%
% of All Funds
39.53%
Holding in Top 10
77
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-41.22%
% of All Funds
1.05%
New
199
Increased
1,463
Reduced
978
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 %
OHWA
2476
Oak Hill Wealth Advisors
Virginia
$258K
VCM
2477
Vivaldi Capital Management
Illinois
$258K +$46.2K +172 +22%
ZIC
2478
ZWJ Investment Counsel
Georgia
$258K -$20.1K -75 -7%
ECM
2479
Elgethun Capital Management
South Dakota
$258K -$49.1K -183 -16%
BBNA
2480
Bremer Bank National Association
Minnesota
$258K +$7.78K +29 +3%
SG
2481
Somerset Group
Minnesota
$258K +$46.4K +173 +22%
TCM
2482
TruNorth Capital Management
Michigan
$258K +$254K +945 +6,300%
WTA
2483
Washington Trust Advisors
Massachusetts
$258K +$31.1K +116 +14%
MWA
2484
Motive Wealth Advisors
Michigan
$257K -$29.3K -109 -10%
MIA
2485
MainStreet Investment Advisors
Illinois
$257K -$45.9K -171 -15%
MWP
2486
Meriwether Wealth & Planning
Louisiana
$257K +$2.42K +9 +0.9%
FNB
2487
Farmers National Bank
Kentucky
$257K +$34.1K +127 +15%
FAG
2488
Fortitude Advisory Group
Washington
$257K -$18.5K -74 -7%
WSWA
2489
Warren Street Wealth Advisors
California
$257K +$16.1K +60 +7%
MCC
2490
Money Concepts Capital
Florida
$255K +$20.7K +77 +9%
F8IS
2491
Figure 8 Investment Strategies
Idaho
$255K -$67.1K -250 -21%
BMM
2492
Berkshire Money Management
Massachusetts
$254K +$9.66K +36 +4%
ACP
2493
Aveo Capital Partners
Colorado
$254K -$237K -850 -48%
BFWA
2494
Benchmark Financial Wealth Advisors
Florida
$254K +$254K +947 New
BSSFA
2495
Baron Silver Stevens Financial Advisors
Florida
$254K +$14.8K +55 +6%
MC
2496
Mirabaud & Cie
Switzerland
$254K -$10.7K -40 -4%
GAMC
2497
Garner Asset Management Corp
Texas
$253K
JCM
2498
Janney Capital Management
Pennsylvania
$253K -$94.6K -352 -27%
LCM
2499
Lattice Capital Management
Washington
$252K
YIM
2500
Yoffe Investment Management
Pennsylvania
$251K -$269 -1 -0.1%