CRM icon

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 %
HPM
2526
Hoxton Planning & Management
West Virginia
$240K -$5.37K -20 -2%
VCP
2527
Verus Capital Partners
Arizona
$239K +$26.8K +100 +13%
RWM
2528
Rialto Wealth Management
New York
$239K +$3.22K +12 +1%
MSFS
2529
Main Street Financial Solutions
Pennsylvania
$238K -$240K -894 -50%
BWP
2530
BlueStem Wealth Partners
Minnesota
$238K +$1.88K +7 +0.8%
BFS
2531
Burkett Financial Services
South Carolina
$237K +$268 +1 +0.1%
HB
2532
Horizon Bancorp
Indiana
$237K -$21.8K -81 -8%
EFG
2533
Ethos Financial Group
Pennsylvania
$237K
CAI
2534
Capital Advisors Inc
Oklahoma
$234K +$23.3K +87 +11%
PJWM
2535
Philip James Wealth Mangement
Georgia
$234K +$234K +873 New
GGA
2536
Granite Group Advisors
Connecticut
$234K
RPGK
2537
Retirement Planning Group (Kansas)
Kansas
$234K +$72.2K +269 +45%
AIM
2538
Arcadia Investment Management
Michigan
$233K +$4.03K +15 +2%
AA
2539
Acorns Advisers
California
$233K +$50.7K +189 +28%
SNBOSD
2540
Security National Bank of So Dak
Iowa
$232K -$1.88K -7 -0.8%
CG
2541
CFO4Life Group
Texas
$232K +$25.2K +94 +12%
MMCM
2542
Murphy & Mullick Capital Management
New York
$231K +$28.2K +105 +14%
1WM
2543
1858 Wealth Management
Ohio
$231K -$25.8K -96 -10%
LJAC
2544
L.J. Altfest & Co
New York
$231K -$303K -1,129 -57%
PAG
2545
Poinciana Advisors Group
Florida
$230K +$230K +858 New
BFF
2546
Byrne Financial Freedom
Massachusetts
$230K
TCWM
2547
Total Clarity Wealth Management
Illinois
$229K
IFPG
2548
Intrepid Financial Planning Group
Indiana
$229K -$26.8K -100 -10%
DIP
2549
DT Investment Partners
Pennsylvania
$229K
TWA
2550
Talisman Wealth Advisors
New Jersey
$229K +$18K +67 +9%