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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 %
SWMP
2501
Signature Wealth Management Partners
New Jersey
$251K -$25.8K -96 -9%
FSC
2502
Full Sail Capital
Oklahoma
$251K +$36.5K +136 +17%
LRIA
2503
Leonard Rickey Investment Advisors
Washington
$250K -$5.86K -23 -2%
SPWM
2504
Spartan Planning & Wealth Management
North Carolina
$250K -$234K -871 -48%
Fiera Capital (Canada)
2505
Fiera Capital (Canada)
Quebec, Canada
$250K +$82.1K +306 +49%
MBI
2506
May Barnhard Investments
Maryland
$249K
VF
2507
Vawter Financial
Ohio
$249K +$4.03K +15 +2%
CFAM
2508
Center For Asset Management
Florida
$248K -$10.5K -39 -4%
COFSG
2509
Carbahal Olsen Financial Services Group
California
$248K +$248K +925 New
FC
2510
Forte Capital
New York
$247K +$26.6K +99 +12%
AHL
2511
Abel Hall LLC
Louisiana
$246K -$53.2K -198 -18%
KRW
2512
Kaufman Rossin Wealth
Florida
$245K +$245K +914 New
SAW
2513
Signal Advisors Wealth
Michigan
$245K -$23.9K -89 -9%
RIG
2514
RiverFront Investment Group
Virginia
$244K +$65.5K +244 +37%
MAM
2515
McLean Asset Management
Virginia
$243K -$49.8K -204 -17%
C
2516
Covestor
United Kingdom
$243K -$12.6K -47 -5%
GCP
2517
Gill Capital Partners
Colorado
$243K -$537 -2 -0.2%
PP
2518
Postrock Partners
Oregon
$243K
AIMCA
2519
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$242K -$376K -1,400 -61%
CL
2520
CSS LLC
Illinois
$242K -$85.9K -320 -26%
AIC
2521
Archer Investment Corporation
Indiana
$241K +$40.8K +152 +20%
SICM
2522
Sustainable Insight Capital Management
New York
$241K -$674K -2,512 -74%
AWM
2523
Ariadne Wealth Management
California
$241K +$23.7K +86 +11%
ERWM
2524
Elk River Wealth Management
Colorado
$241K
MSAM
2525
Moloney Securities Asset Management
Missouri
$241K -$1.13M -4,195 -82%