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 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 %
GA
2651
GoalVest Advisory
New York
$179K -$537 -2 -0.3%
NWM
2652
Nova Wealth Management
Florida
$171K +$47K +175 +38%
CPG
2653
Cornerstone Planning Group
New Jersey
$167K +$81.9K +327 +97%
RF
2654
Rossby Financial
Florida
$163K -$73.1K -273 -31%
GC
2655
Globeflex Capital
California
$161K
PSFG
2656
Park Square Financial Group
Georgia
$161K +$8.05K +30 +5%
PWAM
2657
Private Wealth Asset Management
Iowa
$160K +$160K +596 New
DCBT
2658
Dakota Community Bank & Trust
North Dakota
$159K
CCM
2659
CAAS Capital Management
New York
$156K +$156K +583 New
SIS
2660
Sound Income Strategies
Florida
$156K +$2.15K +8 +1%
FCAS
2661
First Command Advisory Services
Texas
$154K +$10.5K +39 +7%
TF
2662
Tompkins Financial
New York
$153K
HDIM
2663
Hanson & Doremus Investment Management
Vermont
$152K
GKIM
2664
GW&K Investment Management
Massachusetts
$149K -$4.01K -15 -3%
BDL
2665
Banque de Luxembourg
Luxembourg
$148K
MWM
2666
Mascoma Wealth Management
New Hampshire
$139K
BCPWM
2667
Bradley & Co Private Wealth Management
Florida
$137K
JWA
2668
JFS Wealth Advisors
Pennsylvania
$136K +$6.97K +26 +5%
AT
2669
Arlington Trust
Alabama
$136K +$112K +419 +482%
RPA
2670
Redwood Park Advisors
California
$136K +$536 +2 +0.4%
OIA
2671
Optimum Investment Advisors
Illinois
$134K
AIM
2672
Acropolis Investment Management
Missouri
$133K +$35.4K +132 +36%
PCTC
2673
Perkins Coie Trust Company
Washington
$131K +$94.5K +352 +261%
DMBA
2674
Deseret Mutual Benefit Administrators
Utah
$130K +$6.98K +26 +6%
FDW
2675
Fourth Dimension Wealth
Ohio
$130K