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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 %
CB
2851
Centennial Bank
Arkansas
$10.7K
DRP
2852
Decker Retirement Planning
Utah
$10.5K -$537 -2 -5%
HC
2853
Hurley Capital
New York
$10.5K
NMG
2854
New Millennium Group
Utah
$9.66K -$904K -3,368 -99%
WCM
2855
WealthTrak Capital Management
Virginia
$9.66K -$1.34K -5 -12%
LWA
2856
Lowe Wealth Advisors
Maryland
$9.39K
AEPWM
2857
Atlantic Edge Private Wealth Management
Florida
$9.13K
GGI
2858
Godsey & Gibb Inc
Virginia
$9.13K
NC
2859
North Capital
Utah
$8.59K +$8.59K +32 New
TIM
2860
Tortoise Investment Management
New York
$8.32K -$43.5K -162 -84%
STB
2861
S&T Bank
Pennsylvania
$8.32K -$1.34K -5 -14%
GIM
2862
Gold Investment Management
Alberta, Canada
$8.32K
GWM
2863
Graybill Wealth Management
Illinois
$8.05K +$8.05K +30 New
WW
2864
Winnow Wealth
Texas
$7.88K +$2.63K +10 +50%
CWA
2865
Carolina Wealth Advisors
South Carolina
$7.78K
APM
2866
a16z Perennial Management
California
$7.51K
DWM
2867
Darwin Wealth Management
Florida
$7.02K
TCM
2868
TD Capital Management
Tennessee
$7K
BG
2869
Bollard Group
Massachusetts
$7K
PPA
2870
Painted Porch Advisors
California
$6.71K +$2.68K +10 +67%
CJH
2871
Christopher J. Hasenberg
Wisconsin
$6.49K
MWM
2872
MorganRosel Wealth Management
Colorado
$6.44K +$6.44K +24 New
JGIA
2873
Jackson Grant Investment Advisers
Connecticut
$5.9K
RAM
2874
Riggs Asset Management
Pennsylvania
$5.64K
PS
2875
PayPay Securities
Japan
$5.2K -$274 -1 -5%