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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 %
RS
2351
Rakuten Securities
Japan
$314K +$35.7K +133 +13%
CA
2352
Calton & Associates
Florida
$313K +$313K +1,168 New
WAM
2353
Werlinich Asset Management
Connecticut
$313K
OWA
2354
Opal Wealth Advisors
New York
$313K +$6.98K +26 +2%
PCA
2355
Peddock Capital Advisors
Massachusetts
$313K +$11.3K +42 +4%
CA
2356
Cornerstone Advisory
Maryland
$312K +$31.4K +115 +11%
GA
2357
GSG Advisors
New Jersey
$312K -$19.9K -75 -6%
VC
2358
Veracity Capital
Georgia
$311K +$8.86K +33 +3%
ITIM
2359
Indiana Trust & Investment Management
Indiana
$311K
GPW
2360
Genesis Private Wealth
Virginia
$311K +$25.5K +95 +9%
CAGAS
2361
Capital Advisory Group Advisory Services
Minnesota
$310K -$8.86K -33 -3%
CC
2362
Cypress Capital
Tennessee
$310K +$310K +1,156 New
CFS
2363
CRA Financial Services
New Jersey
$310K -$5.64K -21 -2%
PWAM
2364
Pinnacle West Asset Management
Wyoming
$309K +$5.37K +20 +2%
GCM
2365
GKV Capital Management
California
$309K -$2.08M -7,760 -87%
CWA
2366
Consilio Wealth Advisors
Washington
$308K +$13.4K +50 +5%
OFW
2367
Omnia Family Wealth
Florida
$307K +$82.9K +309 +37%
WDG
2368
Wealth Dimensions Group
Ohio
$307K -$34.9K -130 -10%
MAWCM
2369
Mine & Arao Wealth Creation & Management
California
$307K -$1.34K -5 -0.4%
HWM
2370
Hohimer Wealth Management
Washington
$306K -$1.03M -3,825 -77%
EHC
2371
Everett Harris & Co
California
$306K
MAG
2372
M3 Advisory Group
Massachusetts
$305K -$170K -632 -36%
FMII
2373
Farmers & Merchants Investments Inc
Nebraska
$305K +$20.9K +78 +7%
MHC
2374
May Hill Capital
Massachusetts
$305K -$7.78K -29 -2%
CWA
2375
Canvas Wealth Advisors
Kansas
$303K +$93.5K +384 +45%