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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 %
KC
1826
Knuff & Co
California
$788K -$1.34K -5 -0.2%
AFT
1827
Alpha Family Trust
California
$788K
BCM
1828
Bienville Capital Management
New York
$785K
FA
1829
Fountainhead AM
New Jersey
$784K +$92.8K +346 +13%
HIC
1830
Holderness Investments Company
North Carolina
$781K +$71.7K +267 +10%
YAVAPFMC
1831
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$780K +$780K +2,907 New
LIM
1832
Leavell Investment Management
Alabama
$777K +$114K +426 +17%
JIC
1833
Joel Isaacson & Co
New York
$775K +$122K +454 +19%
NHC
1834
Nicholas Hoffman & Company
Georgia
$773K +$267K +996 +53%
MW
1835
MBL Wealth
North Carolina
$773K +$275K +1,024 +55%
ST
1836
Smithfield Trust
Pennsylvania
$771K -$25.4K -95 -3%
SB
1837
Sunflower Bank
Texas
$770K
IC
1838
Inscription Capital
Texas
$769K +$769K +2,553 New
KFA
1839
Krane Funds Advisors
New York
$769K +$407K +1,515 +112%
Fayez Sarofim & Co
1840
Fayez Sarofim & Co
Texas
$768K +$30.6K +114 +4%
CPW
1841
Catalyst Private Wealth
California
$767K +$124K +461 +19%
SCP
1842
Sivia Capital Partners
California
$765K +$101K +378 +15%
PHIC
1843
Pine Haven Investment Counsel
Massachusetts
$761K -$10.2K -38 -1%
WWM
1844
Wolff Wiese Magana
California
$761K -$90.4K -337 -11%
SCI
1845
S&CO Inc
Massachusetts
$761K
P8IP
1846
Pier 88 Investment Partners
California
$759K +$759K +2,830 New
WFI
1847
West Family Investments
California
$756K
SIA
1848
Soltis Investment Advisors
Utah
$750K +$81.3K +303 +12%
MPWS
1849
McCarter Private Wealth Services
Massachusetts
$750K +$77.6K +289 +12%
EI
1850
Ecofi Investissements
France
$746K +$34.4K +150 +5%