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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 %
AI
3026
AdvisorShares Investments
Maryland
-$490K -1,465 Closed
CFSG
3027
Community Financial Services Group
Vermont
-$460K -1,375 Closed
DO
3028
denkapparat Operations
Germany
-$445K -1,332 Closed
WTG
3029
West Tower Group
Virginia
-$435K -1,300 Closed
FC
3030
Fulcrum Capital
Washington
-$429K -1,283 Closed
SCA
3031
Sulzberger Capital Advisors
Florida
-$426K -1,275 Closed
A
3032
Argentarii
Ohio
-$419K -1,254 Closed
T
3033
TOBAM
France
-$418K -1,249 Closed
PPC
3034
Pennington Partners & Co
Maryland
-$407K -1,215 Closed
EAM
3035
Exane Asset Management
France
-$417K -1,205 Closed
SAM
3036
Synergy Asset Management
Washington
-$361K -1,178 Closed
HA
3037
Huntleigh Advisors
Missouri
-$393K -1,175 Closed
FA
3038
Fiduciary Alliance
South Carolina
-$385K -1,153 Closed
RIA
3039
Regal Investment Advisors
Michigan
-$363K -1,086 Closed
WRM
3040
Weybosset Research & Management
Rhode Island
-$359K -1,075 Closed
NICM
3041
Neo Ivy Capital Management
New York
-$359K -1,074 Closed
FF
3042
Francis Financial
-$207K -1,036 Closed
OFA
3043
Oak Family Advisors
Illinois
-$330K -988 Closed
SPW
3044
Sonoma Private Wealth
California
-$326K -976 Closed
SWG
3045
Summit Wealth Group
Vermont
-$326K -976 Closed
AA
3046
Aire Advisors
California
-$326K -975 Closed
GWP
3047
Gateway Wealth Partners
Wisconsin
-$306K -916 Closed
FFG
3048
First Financial Group
North Carolina
-$303K -905 Closed
WF
3049
Whelan Financial
California
-$295K -883 Closed
AM
3050
Account Management
Massachusetts
-$289K -865 Closed