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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 %
VWWMG
2876
Vermillion & White Wealth Management Group
Pennsylvania
$5.1K -$8.59K -32 -63%
HWM
2877
HighMark Wealth Management
Minnesota
$5.1K
RBC
2878
Roble Belko & Company
Pennsylvania
$5K +$5K +18 New
CTB
2879
Country Trust Bank
Illinois
$4.56K
CWM
2880
Copia Wealth Management
Oregon
$4.56K +$4.56K +17 New
LAM
2881
Lummis Asset Management
Texas
$4.29K +$537 +2 +14%
PWA
2882
Principia Wealth Advisory
Texas
$4.24K -$2.39K -9 -36%
AS
2883
Altshuler Shaham
Israel
$4.03K +$4.03K +15 New
PCM
2884
Perritt Capital Management
Illinois
$3.77K +$2.42K +9 +180%
WCM
2885
Westend Capital Management
California
$3.76K
HIMS
2886
Hager Investment Management Services
New Hampshire
$3.49K -$10.2K -38 -75%
AWM
2887
Atticus Wealth Management
Florida
$3.49K
WOC
2888
West Oak Capital
California
$3.3K -$711 -265 -18%
OSNBOA
2889
Old Second National Bank of Aurora
Illinois
$3.22K
ACM
2890
Anfield Capital Management
California
$3.22K
SC
2891
Stephens Consulting
Michigan
$2.68K -$28.2K -105 -91%
1NWS
2892
1 North Wealth Services
Maryland
$2.68K +$2.68K +10 New
JFG
2893
JDM Financial Group
Texas
$2.42K
TLCM
2894
Twin Lakes Capital Management
California
$2.16K
DSC
2895
Duncker Streett & Co
Missouri
$2.15K
AAG
2896
Accordant Advisory Group
Maryland
$2.15K +$2.15K +8 New
BFS
2897
Bare Financial Services
Pennsylvania
$2.15K +$2.15K +8 New
PWM
2898
Parkworth Wealth Management
California
$1.88K -$268 -1 -13%
CW
2899
Curio Wealth
Maryland
$1.68K +$1.68K +1 New
ICCON
2900
Investment Counsel Company of Nevada
Nevada
$1.61K -$537 -2 -25%