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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 %
WCAMG
1901
Woodard & Company Asset Management Group
North Carolina
$679K +$53.1K +198 +8%
CSB
1902
City State Bank
Iowa
$674K +$21.5K +80 +3%
WCM
1903
Windsor Capital Management
Arizona
$674K -$2.68K -10 -0.4%
QL
1904
Quarry LP
New York
$673K +$607K +2,263 +927%
BBI
1905
Baxter Bros Inc
Connecticut
$671K +$174K +647 +35%
HIF
1906
Hill Island Financial
Michigan
$670K -$14.2K -53 -2%
CP
1907
Clarendon Private
Massachusetts
$668K +$50.5K +188 +8%
SC
1908
Solstein Capital
California
$667K
PWPS
1909
Pinnacle Wealth Planning Services
Ohio
$667K +$66.8K +249 +11%
CCA
1910
Childress Capital Advisors
Texas
$667K -$13.4K -50 -2%
BWM
1911
Bosman Wealth Management
California
$665K +$665K +2,478 New
ACGA
1912
Atlanta Consulting Group Advisors
Georgia
$665K -$38.9K -145 -6%
CT
1913
Clearstead Trust
Maine
$664K -$15.8K -59 -2%
KCIC
1914
Kuhn & Co Investment Counsel
Illinois
$662K
GWM
1915
Greenwich Wealth Management
Connecticut
$662K -$16.9K -63 -2%
AIMA
1916
Ables Iannone Moore & Associates
Georgia
$661K -$13.4K -50 -2%
EL
1917
Essex LLC
Illinois
$658K +$164K +611 +33%
LCGC
1918
Legacy Capital Group California
California
$657K -$3.22K -12 -0.5%
KA
1919
Kozak & Associates
Colorado
$654K +$10.4K +41 +2%
CIAS
1920
Capital Investment Advisory Services
North Carolina
$653K +$62K +231 +10%
MEG
1921
Millstone Evans Group
Colorado
$651K -$9.66K -36 -1%
WPC
1922
White Pine Capital
Minnesota
$651K +$57.7K +215 +10%
Kayne Anderson Rudnick Investment Management
1923
Kayne Anderson Rudnick Investment Management
California
$650K +$289K +1,075 +80%
MTC
1924
McDaniel Terry & Co
Texas
$649K +$160K +597 +33%
BFA
1925
Beaumont Financial Advisors
Massachusetts
$648K +$8.59K +32 +1%