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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 %
LWMM
2551
Legacy Wealth Management (Mississippi)
Mississippi
$228K +$228K +850 New
ONSWM
2552
Old North State Wealth Management
North Carolina
$228K +$37.9K +141 +20%
SCM
2553
Schnieders Capital Management
California
$227K +$26.8K +100 +13%
RA
2554
Rise Advisors
New York
$227K +$14K +52 +7%
WSC
2555
Wellington Shields & Co
New York
$227K +$14.2K +53 +7%
PWM
2556
Puff Wealth Management
New Jersey
$227K -$5.1K -19 -2%
WDC
2557
Woodward Diversified Capital
California
$227K +$34.6K +129 +18%
CC
2558
Corton Capital
Ontario, Canada
$227K +$227K +845 New
TAM
2559
Titleist Asset Management
Texas
$226K +$226K +843 New
HWA
2560
Heritage Wealth Advisors
Virginia
$225K -$1.34K -5 -0.6%
TWPM
2561
Total Wealth Planning & Management
Florida
$225K -$2.95K -11 -1%
RIA
2562
Realta Investment Advisors
Delaware
$224K +$7.25K +27 +3%
SW
2563
SkyOak Wealth
Michigan
$224K
AWA
2564
Archvest Wealth Advisors
California
$224K -$268 -1 -0.1%
SFS
2565
Stiles Financial Services
Minnesota
$224K
CFA
2566
Cahill Financial Advisors
Minnesota
$222K +$6.17K +23 +3%
SFC
2567
Strategic Financial Concepts
Texas
$222K +$58.2K +217 +36%
MPCL
2568
My Personal CFO LLC
Washington
$222K -$1.61K -6 -0.7%
LWL
2569
Leo Wealth LLC
Texas
$221K -$1.31M -4,881 -86%
OFO
2570
OneAscent Family Office
Alabama
$221K +$221K +821 New
AA
2571
Auxano Advisors
Washington
$221K -$3.22K -12 -1%
OPA
2572
Old Port Advisors
Maine
$221K -$12.3K -46 -5%
EAM
2573
Evanson Asset Management
California
$220K -$136K -507 -38%
HWM
2574
Hemington Wealth Management
Virginia
$220K +$3.21K +12 +1%
HAIM
2575
Hunter Associates Investment Management
Pennsylvania
$220K +$18.8K +70 +9%