CRM icon

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
39.53%
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 %
IIC
1726
Integrated Investment Consultants
Michigan
$952K +$546K +2,036 +135%
TBT
1727
Texas Bank & Trust
Texas
$950K -$23.1K -86 -2%
MFA
1728
Mayflower Financial Advisors
Massachusetts
$948K -$2.15K -8 -0.2%
SIG
1729
Sky Investment Group
Connecticut
$947K +$805 +3 +0.1%
IAIM
1730
International Assets Investment Management
Florida
$944K +$44.6K +166 +5%
OFS
1731
OneAscent Financial Services
Alabama
$943K +$117K +434 +14%
FAM
1732
Formidable Asset Management
Ohio
$943K +$76.2K +284 +9%
MTWM
1733
Masso Torrence Wealth Management
New Jersey
$940K +$32.7K +122 +4%
IPAM
1734
Investment Partners Asset Management
New Jersey
$936K +$12.1K +45 +1%
MI
1735
Motiv8 Investments
Florida
$936K -$61.2K -228 -6%
SF
1736
Symphony Financial
Texas
$934K -$2.9M -11,930 -76%
CAU
1737
Caxton Associates (UK)
$934K +$934K +3,479 New
RF
1738
Roxbury Financial
New Jersey
$931K -$18.2K -61 -2%
RIL
1739
Rothschild Investment LLC
Illinois
$931K -$14.5K -54 -2%
WFAG
1740
Worth Financial Advisory Group
North Carolina
$931K +$288K +1,074 +45%
HCM
1741
Howland Capital Management
Massachusetts
$930K +$455K +1,696 +96%
KIA
1742
Kraematon Investment Advisors
Massachusetts
$929K -$9.13K -34 -1%
UCB
1743
United Community Bank
South Carolina
$927K +$111K +413 +14%
HVCM
1744
Hel Ved Capital Management
Hong Kong
$926K -$1.23M -4,598 -57%
WPW
1745
Waldron Private Wealth
Pennsylvania
$925K -$1.02M -3,811 -53%
SS
1746
Sunbelt Securities
Texas
$920K -$116K -434 -11%
EMB
1747
Elefante Mark B
$917K +$457K +1,703 +99%
IIC
1748
Ironwood Investment Counsel
Arizona
$913K +$21.2K +79 +2%
SWA
1749
Sax Wealth Advisors
New Jersey
$911K +$8.32K +31 +0.9%
CC
1750
Callan Capital
California
$910K -$31.4K -117 -3%