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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
39.53%
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 %
IWA
1776
Icon Wealth Advisors
Texas
$859K +$44.8K +167 +6%
LSIA
1777
LaSalle St. Investment Advisors
Illinois
$859K +$200K +747 +30%
CNTOF
1778
Canandaigua National Trust of Florida
New York
$859K +$16.1K +60 +2%
EFI
1779
EHP Funds Inc
Canada
$859K +$134K +500 +19%
KSB
1780
Kennebec Savings Bank
Maine
$858K +$36.5K +136 +4%
GI
1781
GAMCO Investors
Connecticut
$856K +$216K +805 +34%
CH
1782
Cromwell Holdings
Wyoming
$856K
ARMT
1783
Amica Retiree Medical Trust
Rhode Island
$854K -$207K -773 -20%
ACP
1784
Argyle Capital Partners
California
$854K +$2.42K +9 +0.3%
HBW
1785
Hazlett, Burt & Watson
West Virginia
$852K +$45.5K +170 +6%
RH
1786
RFG Holdings
Texas
$851K +$155K +575 +22%
SRC
1787
Sage Rhino Capital
California
$850K +$3.22K +12 +0.4%
LOIM
1788
Liberty One Investment Management
Illinois
$849K +$10.5K +39 +1%
WGC
1789
Watts Gwilliam & Co
Arizona
$849K -$140K -520 -14%
DFC
1790
DB Fitzpatrick & Co
Idaho
$848K -$99K -369 -10%
WWM
1791
Westwood Wealth Management
California
$846K +$846K +3,152 New
CMANY
1792
Capital Management Associates (New York)
New York
$845K
IIM
1793
InTrack Investment Management
Vermont
$844K -$621K -2,315 -42%
DWAM
1794
Duncan Williams Asset Management
Tennessee
$842K +$158K +589 +23%
EFS
1795
Essex Financial Services
Connecticut
$840K -$61.2K -228 -7%
1IA
1796
1834 Investment Advisors
Wisconsin
$836K +$84.5K +315 +11%
MFS
1797
Mattson Financial Services
Michigan
$836K -$103K -384 -11%
EHWM
1798
Eads & Heald Wealth Management
Georgia
$835K +$66.9K +249 +9%
GDP
1799
Great Diamond Partners
Maine
$833K -$58.8K -219 -7%
QC
1800
Quent Capital
New York
$832K +$3.76K +14 +0.5%