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 %
KP
3126
Kitching Partners
Pennsylvania
-$216K -647 Closed
RA
3127
Riverstone Advisors
Texas
-$216K -646 Closed
UAML
3128
US Asset Management LLC
Pennsylvania
-$216K -645 Closed
LPFG
3129
Landing Point Financial Group
Ohio
-$210K -645 Closed
HCM
3130
Hodges Capital Management
Texas
-$216K -645 Closed
DP
3131
Denver PWM
Colorado
-$215K -644 Closed
TWM
3132
Topsail Wealth Management
North Carolina
-$215K -643 Closed
EBA
3133
Eagle Bay Advisors
New York
-$215K -643 Closed
SFA
3134
Seneca Financial Advisors
New York
-$215K -642 Closed
BMM
3135
Buffington Mohr McNeal
Idaho
-$215K -642 Closed
NCM
3136
NCM Capital Management
New Jersey
-$214K -641 Closed
TA
3137
Townsend & Associates
Colorado
-$209K -639 Closed
SGK
3138
Steigerwald Gordon & Koch
Virginia
-$212K -633 Closed
HG
3139
Harbor Group
New Hampshire
-$212K -633 Closed
C1AG
3140
Client 1st Advisory Group
Florida
-$211K -631 Closed
WN
3141
Williams & Novak
California
-$210K -627 Closed
FAN
3142
Financial Advisors Network
California
-$209K -626 Closed
WMWM
3143
Whitaker-Myers Wealth Managers
Ohio
-$209K -626 Closed
VAM
3144
Vienna Asset Management
California
-$209K -625 Closed
LSA
3145
Lion Street Advisors
Texas
-$209K -624 Closed
BFA
3146
Bill Few Associates
Pennsylvania
-$209K -624 Closed
ORC
3147
O'Rourke & Company
Massachusetts
-$208K -623 Closed
NIA
3148
NBZ Investment Advisors
Tennessee
-$207K -619 Closed
HIM
3149
Hanlon Investment Management
New Jersey
-$207K -619 Closed
AIA
3150
Accelerate Investment Advisors
California
-$206K -618 Closed