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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, 1,464 increasing their positions, 977 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
39.52%
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
1,464
Reduced
977
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 %
CUAMC
876
China Universal Asset Management Company
China
$5.44M -$863K -3,214 -14%
NFSG
877
Newbridge Financial Services Group
Florida
$5.42M +$1.22M +4,561 +29%
SAM
878
Smithbridge Asset Management
Pennsylvania
$5.41M +$5.41M +20,148 New
BBHC
879
Brown Brothers Harriman & Co
New York
$5.4M +$269K +1,003 +5%
PWP
880
Private Wealth Partners
California
$5.37M +$1.09M +4,069 +26%
LP
881
LMR Partners
United Kingdom
$5.37M -$9.16M -34,143 -63%
EIM
882
Essex Investment Management
Massachusetts
$5.35M -$553K -2,060 -9%
MM
883
Meridian Management
Arkansas
$5.35M -$292K -1,089 -5%
BIP
884
Bouvel Investment Partners
Pennsylvania
$5.34M -$58.3K -213 -1%
PIA
885
Petredis Investment Advisors
Pennsylvania
$5.34M +$62.8K +234 +1%
GCM
886
Genus Capital Management
British Columbia, Canada
$5.33M +$5.33M +19,872 New
MWA
887
Meridian Wealth Advisors
Texas
$5.33M +$56.6K +211 +1%
BCCM
888
Bridge Creek Capital Management
Massachusetts
$5.31M -$82.1K -306 -2%
BWP
889
Burling Wealth Partners
Illinois
$5.31M +$345K +1,286 +7%
B
890
Bailard
California
$5.3M -$102K -380 -2%
LAM
891
Lingohr Asset Management
Germany
$5.28M +$4.66M +17,375 +742%
GAAM
892
Guinness Atkinson Asset Management
California
$5.28M -$256K -953 -5%
GIA
893
Gladstone Institutional Advisory
Florida
$5.21M +$1.79M +6,673 +52%
CIG
894
Consolidated Investment Group
Colorado
$5.19M -$208K -775 -4%
O
895
Ossiam
France
$5.17M +$454K +1,691 +10%
MMA
896
Miracle Mile Advisors
California
$5.15M -$42.4K -158 -0.8%
SC
897
Sawyer & Company
Massachusetts
$5.12M -$40.5K -151 -0.8%
NNPTE
898
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.12M -$13.8M -51,334 -73%
FFA
899
Farther Finance Advisors
California
$5.08M +$141K +522 +3%
M
900
Mirova
France
$5.06M +$273K +1,016 +6%