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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 %
FAT
2401
First American Trust
California
$292K +$6.44K +24 +2%
MTIM
2402
Marathon Trading Investment Management
Pennsylvania
$292K -$5.07M -18,909 -95%
Cohen & Steers
2403
Cohen & Steers
New York
$291K +$279K +1,040 +2,364%
FWM
2404
Forza Wealth Management
Florida
$290K
MCM
2405
M1 Capital Management
Michigan
$290K +$11.8K +44 +4%
1WM
2406
1900 Wealth Management
Texas
$290K +$18.5K +69 +7%
NFG
2407
Nadler Financial Group
Illinois
$289K -$1.34K -5 -0.5%
CPA
2408
Capital Planning Advisors
California
$288K +$1.07K +4 +0.4%
SIC
2409
Sigma Investment Counselors
Michigan
$287K -$17.7K -66 -6%
LIA
2410
LBMC Investment Advisors
Tennessee
$286K -$134K -500 -32%
MWM
2411
Momentous Wealth Management
Washington
$286K +$34.6K +129 +14%
BWG
2412
Balanced Wealth Group
Ohio
$285K
IFU
2413
iSAM Funds (UK)
United Kingdom
$284K -$319K -1,188 -53%
NIM
2414
Northeast Investment Management
Massachusetts
$284K
EC
2415
EdgeRock Capital
Colorado
$284K -$12.1K -45 -4%
WE
2416
Wealth Effects
Massachusetts
$283K +$33.5K +125 +13%
CCA
2417
Catalyst Capital Advisors
New York
$283K +$87.8K +327 +45%
GCM
2418
Gallacher Capital Management
Colorado
$283K -$39.2K -146 -12%
EW
2419
Element Wealth
Mississippi
$282K -$17.2K -64 -6%
CAAS
2420
Capital Asset Advisory Services
Michigan
$282K +$3.8K +14 +1%
SPA
2421
Sherbrooke Park Advisers
New York
$282K +$66.3K +247 +31%
CIS
2422
Custom Index Systems
New York
$280K -$64.1K -239 -19%
LAM
2423
Lifestyle Asset Management
Texas
$280K -$9.93K -37 -3%
WEG
2424
World Equity Group
Illinois
$280K -$62.7K -233 -18%
RS
2425
Retirement Solution
Washington
$280K +$280K +1,042 New