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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 %
AB
1676
ANB Bank
Colorado
$1.04M +$29K +108 +3%
BA
1677
Birinyi Associates
Connecticut
$1.04M -$134K -500 -11%
CA
1678
Continuum Advisory
Idaho
$1.03M -$4.56K -17 -0.4%
NME
1679
Notis-McConarty Edward
$1.03M +$430K +1,604 +72%
WI
1680
WrapManager Inc
California
$1.03M +$13.2K +49 +1%
EPIMS
1681
Evelyn Partners Investment Management Services
$1.03M +$1.03M +3,848 New
UIM
1682
Unified Investment Management
Georgia
$1.02M -$61.7K -230 -6%
WF
1683
WinCap Financial
Massachusetts
$1.02M -$49.7K -185 -5%
ACM
1684
Aster Capital Management
United Arab Emirates
$1.02M -$182K -610 -15%
BL
1685
BFSG LLC
California
$1.02M -$27.9K -104 -3%
B
1686
Barings
North Carolina
$1.02M -$832K -3,102 -45%
VA
1687
Valmark Advisers
Ohio
$1.01M -$47.2K -176 -4%
CWA
1688
Consilium Wealth Advisory
Texas
$1.01M +$24.2K +90 +2%
BWM
1689
Baron Wealth Management
Michigan
$1.01M +$23.3K +87 +2%
LFG
1690
Larson Financial Group
Missouri
$1M -$3.49K -13 -0.3%
LPT
1691
Legacy Private Trust
Wisconsin
$1M -$317K -1,183 -24%
SSWM
1692
Strait & Sound Wealth Management
California
$1M +$164K +610 +20%
NIWA
1693
New Insight Wealth Advisors
California
$1M +$48.8K +182 +5%
GCM
1694
Gladius Capital Management
Illinois
$998K -$672K -2,505 -40%
GKWIM
1695
Gerber Kawasaki Wealth & Investment Management
California
$993K +$370K +1,380 +59%
FCA
1696
FLC Capital Advisors
California
$993K +$80.5K +300 +9%
IIM
1697
Ipswich Investment Management
Massachusetts
$992K +$32.2K +120 +3%
OIM
1698
Oder Investment Management
California
$992K -$16.1K -60 -2%
TCM
1699
Triumph Capital Management
Colorado
$992K +$465K +1,733 +88%
FWCM
1700
Ferguson Wellman Capital Management
Oregon
$991K +$472K +1,760 +91%