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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 %
WA
2676
WPG Advisers
Maryland
$130K +$9.12K +34 +8%
VFM
2677
Vision Financial Markets
Connecticut
$128K +$45K +168 +54%
CSC
2678
Caldwell Sutter Capital
California
$126K +$56.6K +211 +82%
MAM
2679
Morse Asset Management
Connecticut
$126K +$116K +431 +1,134%
OC
2680
Oakworth Capital
Alabama
$125K +$6.17K +23 +5%
BIA
2681
Bell Investment Advisors
California
$124K +$537 +2 +0.4%
FFA
2682
Frazier Financial Advisors
Ohio
$121K +$8.85K +33 +8%
WAM
2683
WFA Asset Management
Wisconsin
$120K +$104K +344 +614%
FMP
2684
Financial Management Professionals
Texas
$118K +$9.13K +34 +8%
OAJ
2685
Ogorek Anthony Joseph
New York
$118K +$31.8K +119 +37%
GFPC
2686
Global Financial Private Client
Florida
$118K +$4.56K +17 +4%
SHIM
2687
Stone House Investment Management
Pennsylvania
$117K +$117K +437 New
AAG
2688
Armstrong Advisory Group
Massachusetts
$115K
IHWM
2689
Iron Horse Wealth Management
Iowa
$113K +$45.7K +170 +67%
FIM
2690
FWL Investment Management
Texas
$113K +$3.22K +12 +3%
AP
2691
Atwood & Palmer
Missouri
$110K +$7.52K +28 +7%
CHC
2692
City Holding Co
West Virginia
$109K +$14.5K +54 +15%
KIG
2693
Kessler Investment Group
Indiana
$107K -$22.5K -84 -17%
FDCP
2694
Foster Dykema Cabot & Partners
Massachusetts
$107K
ACA
2695
Atlas Capital Advisors
Wyoming
$106K
BHWM
2696
Beaird Harris Wealth Management
Texas
$104K +$5.64K +21 +6%
SFG
2697
Stonebridge Financial Group
Pennsylvania
$104K +$5.1K +19 +5%
ACA
2698
American Capital Advisory
Idaho
$103K +$6.71K +25 +7%
EPW
2699
Evergreen Private Wealth
Colorado
$103K -$20.1K -75 -16%
PWMG
2700
Private Wealth Management Group
New Jersey
$101K +$5.37K +20 +6%