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 %
BA
2826
Bellwether Advisors
Nebraska
$16.4K
TVWM
2827
Tower View Wealth Management
Wisconsin
$16.2K -$54.2K -201 -77%
MBFW
2828
Morton Brown Family Wealth
Pennsylvania
$16.1K +$4.83K +18 +43%
CCM
2829
Cloud Capital Management
Washington
$16K +$16K +60 New
PP
2830
PFS Partners
New Jersey
$15.7K
MAS
2831
MPWM Advisory Solutions
Georgia
$15.3K
TWD
2832
True Wealth Design
Ohio
$14.9K +$7.72K +29 +107%
PA
2833
Pineridge Advisors
Missouri
$14.5K -$22.3K -83 -61%
PCC
2834
Park Circle Company
Maryland
$14.5K
MCA
2835
Midwest Capital Advisors
Michigan
$14.2K
CWM
2836
Centricity Wealth Management
Ohio
$14.2K
LB
2837
Legacy Bridge
Iowa
$13.4K
MFC
2838
Mechanics Financial Corp
Ohio
$13.4K
SIC
2839
SJS Investment Consulting
Ohio
$13.2K
PP
2840
PrairieView Partners
Minnesota
$13K
EA
2841
Evolution Advisers
Virginia
$13K
MAFA
2842
MJT & Associates Financial Advisory
Minnesota
$12.3K +$12.3K +46 New
NECFA
2843
New England Capital Financial Advisors
Connecticut
$12.1K
MFT
2844
Moisand Fitzgerald Tamayo
Florida
$12.1K +$8.59K +32 +246%
CMP
2845
Coston McIsaac & Partners
Maine
$12K -$766 -3 -6%
CAM
2846
Costello Asset Management
Pennsylvania
$11.8K -$6.72K -25 -36%
PAM
2847
Parvin Asset Management
South Dakota
$11.8K +$11.8K +44 New
LSV Asset Management
2848
LSV Asset Management
Illinois
$11K +$5.5K +20 +100%
FAM
2849
Flaharty Asset Management
Florida
$10.7K +$10.7K +40 New
MS
2850
Mizuho Securities
Japan
$10.7K -$40.3K -150 -79%