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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 %
LAM
1651
L2 Asset Management
Massachusetts
$1.07M +$130K +483 +14%
MCP
1652
Mirador Capital Partners
California
$1.07M +$21.2K +79 +2%
CWA
1653
Crux Wealth Advisors
California
$1.07M -$35.7K -133 -3%
PFG
1654
Putney Financial Group
California
$1.07M -$49.9K -186 -4%
RBC
1655
Romano Brothers & Co
Illinois
$1.07M +$25.5K +95 +2%
CBTWT
1656
Community Bank & Trust (Waco, Texas)
Texas
$1.07M -$2.15K -8 -0.2%
WC
1657
Waterloo Capital
Texas
$1.07M -$268 -1 -0%
TAM
1658
Trillium Asset Management
Massachusetts
$1.06M -$83.5K -311 -7%
GWS
1659
Greykasell Wealth Strategies
California
$1.06M +$268 +1 +0%
BIM
1660
Bridges Investment Management
Nebraska
$1.06M -$9.93K -37 -0.9%
CSA
1661
Cottage Street Advisors
Massachusetts
$1.06M +$618K +2,301 +139%
VIA
1662
Virtus Investment Advisers
Connecticut
$1.06M +$992K +3,698 +1,491%
SIA
1663
Strategic Investment Advisors
Michigan
$1.05M -$64.4K -240 -6%
FMLI
1664
Fukoku Mutual Life Insurance
Japan
$1.05M
CFG
1665
Carr Financial Group
Massachusetts
$1.05M -$117K -435 -10%
BWP
1666
BSW Wealth Partners
Colorado
$1.05M -$25K -93 -2%
MDA
1667
Minot DeBlois Advisors
Massachusetts
$1.05M -$57.7K -215 -5%
KC
1668
Katamaran Capital
United Kingdom
$1.05M -$1.91M -7,104 -65%
EMC
1669
Everest Management Corp
California
$1.05M +$447K +1,667 +75%
BI
1670
Bradyco Inc
Massachusetts
$1.04M
AIM
1671
Anchor Investment Management
South Carolina
$1.04M +$22.3K +83 +2%
CLA
1672
Carnegie Lake Advisors
New Jersey
$1.04M -$36K -134 -3%
NED
1673
Nancy E. Dempze
$1.04M +$728K +2,713 +232%
GBT
1674
Grove Bank & Trust
Florida
$1.04M +$334K +1,244 +47%
CMTU
1675
Capital Markets Trading (UK)
United Kingdom
$1.04M +$1.04M +3,867 New