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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 %
CIA
1701
Cape Investment Advisory
Georgia
$990K -$33.5K -125 -3%
SWM
1702
Seed Wealth Management
Illinois
$989K
TCPW
1703
Twin City Private Wealth
North Carolina
$987K +$95.5K +356 +11%
OPW
1704
Oxler Private Wealth
New York
$986K -$483K -1,801 -33%
BB
1705
Burford Brothers
Texas
$985K +$73.3K +273 +8%
MIM
1706
Moseley Investment Management
Florida
$984K +$37.8K +141 +4%
SOW
1707
State of Wyoming
Wyoming
$982K +$315K +1,175 +47%
PMA
1708
Prudent Man Advisors
Illinois
$981K +$5.1K +19 +0.5%
FB
1709
First Bancorp
Maine
$979K +$167K +622 +21%
SM
1710
Sciencast Management
New Jersey
$979K +$769K +2,865 +366%
PCS
1711
Personal CFO Solutions
New Jersey
$978K -$253K -942 -21%
SC
1712
Sierra Capital
Florida
$977K +$335K +1,249 +52%
UH
1713
Unigestion Holding
Switzerland
$975K +$975K +3,633 New
OPTFSNA
1714
Old Point Trust & Financial Services N A
Virginia
$975K -$37.6K -140 -4%
CFMC
1715
Curbstone Financial Management Corp
New Hampshire
$973K
AAP
1716
Arax Advisory Partners
Colorado
$973K -$402K -1,499 -29%
CWM
1717
Connecticut Wealth Management
Connecticut
$971K +$1.07K +4 +0.1%
BOH
1718
Bank of Hawaii
Hawaii
$969K -$211K -785 -18%
MAM
1719
MWA Asset Management
Massachusetts
$967K -$4.29K -16 -0.4%
SC
1720
Shay Capital
New York
$966K -$1.05M -3,900 -52%
AGP
1721
Aspire Growth Partners
Florida
$965K +$131K +472 +16%
SGI
1722
Summit Global Investments
Utah
$965K -$5.46M -20,341 -85%
CAG
1723
Csenge Advisory Group
Florida
$961K +$21.8K +88 +2%
MCWA
1724
Meadow Creek Wealth Advisors
Georgia
$953K +$38.6K +144 +4%
MYIA
1725
Mount Yale Investment Advisors
Colorado
$953K -$3.33M -12,394 -78%