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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
39.52%
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
1,463
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 %
GITFIT
1576
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.25M +$161K +600 +15%
SFC
1577
SYM Financial Corp
Indiana
$1.25M -$62.3K -232 -5%
EB
1578
Emprise Bank
Kansas
$1.24M -$6.44K -24 -0.5%
TYCC
1579
Texas Yale Capital Corp
Florida
$1.23M +$8.05K +30 +0.7%
GLAM
1580
Gardner Lewis Asset Management
Pennsylvania
$1.23M -$759K -2,830 -38%
BTWM
1581
Baker Tilly Wealth Management
Wisconsin
$1.23M +$99.3K +370 +9%
CIC
1582
Cornercap Investment Counsel
Georgia
$1.23M -$16.1K -60 -1%
QPW
1583
Quantum Private Wealth
Florida
$1.23M -$14K -52 -1%
BWA
1584
Bordeaux Wealth Advisors
California
$1.21M -$39.2K -146 -3%
FCBT
1585
First Citizens Bank & Trust
North Carolina
$1.21M +$10.5K +39 +0.9%
AC
1586
Arjuna Capital
North Carolina
$1.21M -$49.6K -185 -4%
MFP
1587
Meridian Financial Partners
Virginia
$1.21M +$20.9K +78 +2%
BF
1588
Brucke Financial
Indiana
$1.2M +$63.7K +237 +6%
FUBT
1589
First United Bank & Trust
Maryland
$1.2M -$17.2K -64 -1%
MBT
1590
Montecito Bank & Trust
California
$1.2M +$54.5K +203 +5%
CAWM
1591
Capital Advisors Wealth Management
Washington
$1.2M -$260K -970 -18%
SRA
1592
Secured Retirement Advisors
Minnesota
$1.2M +$1.2M +4,466 New
NJIM
1593
Nabity-Jensen Investment Management
Nebraska
$1.2M +$6.44K +24 +0.5%
VWM
1594
VCI Wealth Management
Missouri
$1.2M +$1.2M +4,461 New
AWM
1595
Accurate Wealth Management
Florida
$1.19M +$85.8K +336 +8%
PG
1596
Prostatis Group
Maryland
$1.19M +$78.4K +292 +7%
JIP
1597
Jaffetilchin Investment Partners
Florida
$1.19M +$12.1K +45 +1%
ICP
1598
Interchange Capital Partners
Pennsylvania
$1.19M +$94.5K +352 +9%
FC
1599
Fairscale Capital
New Hampshire
$1.18M +$23.3K +87 +2%
RP
1600
Raelipskie Partnership
Ontario, Canada
$1.18M -$69K -257 -6%