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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 %
MWM
2151
Mattern Wealth Management
Kansas
$439K +$5.64K +21 +1%
GSB
2152
Greenfield Savings Bank
Massachusetts
$438K +$64.1K +239 +17%
FAM
2153
Fairtree Asset Management
South Africa
$438K +$92.3K +344 +27%
SYBT
2154
Stock Yards Bank & Trust
Kentucky
$438K -$13.4K -50 -3%
BTWM
2155
Brass Tax Wealth Management
Ohio
$438K +$2.42K +9 +0.6%
VFG
2156
V2 Financial group
Illinois
$437K
OW
2157
Olistico Wealth
Oklahoma
$435K
FFM
2158
Fullerton Fund Management
Singapore
$435K +$435K +1,622 New
PFA
2159
Pathway Financial Advisors
Vermont
$435K
HHRDM
2160
H&H Retirement Design & Management
Nevada
$435K +$473 +2 +0.1%
CCC
2161
Compass Capital Corp
Massachusetts
$435K +$277K +1,085 +176%
CAM
2162
Claret Asset Management
Quebec, Canada
$434K -$542K -1,620 Closed
IA
2163
IFC Advisors
California
$434K -$537K -2,000 -55%
LWM
2164
Lionshead Wealth Management
New York
$433K -$42.9K -160 -9%
SIAG
2165
Safeguard Investment Advisory Group
California
$432K +$191K +712 +79%
OWM
2166
OneAscent Wealth Management
Alabama
$432K +$105K +391 +32%
PB
2167
Pinnacle Bancorp
Nebraska
$432K -$33.8K -126 -7%
FPWM
2168
FSB Premier Wealth Management
Iowa
$431K +$115K +427 +36%
BOC
2169
Bull Oak Capital
California
$428K +$428K +1,596 New
BCP
2170
Berkeley Capital Partners
Georgia
$427K +$18K +67 +4%
SFPG
2171
Stonebridge Financial Planning Group
Florida
$426K +$21.5K +80 +5%
CH
2172
Canton Hathaway
Rhode Island
$426K
LI
2173
LRI Investments
Florida
$425K +$5.34K +311 +1%
CIAM
2174
Caitong International Asset Management
Hong Kong
$425K +$226K +843 +114%
OWMIAS
2175
One Wealth Management Investment & Advisory Services
Florida
$423K -$3.22K -12 -0.8%