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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 %
SCB
2701
Saudi Central Bank
Saudi Arabia
$101K +$101K +377 New
SWIM
2702
Smallwood Wealth Investment Management
New Jersey
$98.6K +$98.6K +367 New
LFA
2703
LGT Financial Advisors
Texas
$94.4K +$94.4K +352 New
CWM
2704
Consultiva Wealth Management
Puerto Rico
$94.2K
JAM
2705
JCIC Asset Management
Ontario, Canada
$93.1K
CTA
2706
Colonial Trust Advisors
South Carolina
$90.2K +$56.1K +209 +165%
SAM
2707
Sherman Asset Management
California
$89.4K
MHR
2708
Matthew Hamilton Rosenberg
$89.4K +$41.9K +156 +88%
ECM
2709
Estabrook Capital Management
New York
$88.8K
FP
2710
Financial Perspectives
Minnesota
$87.8K
BHWM
2711
Bay Harbor Wealth Management
Maryland
$86.9K +$2.68K +10 +3%
BBPWM
2712
Blue Bell Private Wealth Management
Pennsylvania
$86.7K +$9.39K +35 +12%
EPAM
2713
Evelyn Partners Asset Management
$84K +$84K +106 New
MLA
2714
MB, Levis & Associates
Pennsylvania
$83.5K
BONH
2715
Bank of New Hampshire
New Hampshire
$83.2K
UIA
2716
Ulland Investment Advisors
Minnesota
$83K
CWC
2717
Carolinas Wealth Consulting
North Carolina
$81.2K +$44.6K +166 +122%
LCM
2718
Logan Capital Management
Pennsylvania
$80.5K
HFS
2719
Horizon Financial Services
North Carolina
$80.5K +$537 +2 +0.7%
PWMG
2720
Prestige Wealth Management Group
New Jersey
$78.4K
NCM
2721
Northwest Capital Management
Oregon
$75.9K
USB
2722
Union Savings Bank
Connecticut
$74.3K +$32.7K +122 +79%
NC
2723
NewSquare Capital
Pennsylvania
$74.1K +$52.1K +194 +237%
CBT
2724
Crews Bank & Trust
Florida
$72.7K
PMFA
2725
Plante Moran Financial Advisors
Michigan
$72.2K -$7.25K -27 -9%