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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 %
ACC
2576
Acorn Creek Capital
Colorado
$220K -$27.9K -104 -11%
TWA
2577
TCI Wealth Advisors
Arizona
$220K -$218K -811 -50%
BAS
2578
Brueske Advisory Services
Washington
$220K -$5.37K -20 -2%
CCA
2579
Carrera Capital Advisors
Michigan
$219K -$5.37K -20 -2%
NCTC
2580
New Covenant Trust Company
Indiana
$219K +$1.62K +6 +0.7%
AAM
2581
Austin Asset Management
Texas
$219K +$47K +175 +27%
RRA
2582
Round Rock Advisors
Connecticut
$219K -$156K -583 -42%
RA
2583
Riversedge Advisors
Delaware
$218K -$325K -1,210 -60%
RWA
2584
Redhawk Wealth Advisors
Minnesota
$218K -$1.07K -4 -0.5%
WWC
2585
Waypoint Wealth Counsel
Georgia
$218K +$218K +813 New
FNWM
2586
Financial Network Wealth Management
Utah
$218K
LAS
2587
LWM Advisory Services
Florida
$218K +$2.96K +11 +1%
MSWM
2588
Mowery & Schoenfeld Wealth Management
Illinois
$218K +$10.7K +40 +5%
GEM
2589
Global Endowment Management
North Carolina
$217K -$237K -883 -52%
SAM
2590
Summit Asset Management
Tennessee
$216K +$5.37K +20 +3%
KW
2591
Keyvantage Wealth
Pennsylvania
$216K +$216K +806 New
CFP
2592
Cascade Financial Partners
California
$216K
AWG
2593
Altus Wealth Group
Colorado
$216K +$24.2K +90 +13%
BWM
2594
Blossom Wealth Management
California
$216K -$6.98K -26 -3%
CGA
2595
Crescent Grove Advisors
Illinois
$215K -$66.8K -249 -24%
KSWWM
2596
Keyes Stange & Wooten Wealth Management
Florida
$215K -$9.66K -36 -4%
CCMW
2597
Cypress Capital Management (Wyoming)
Wyoming
$215K
FRA
2598
Front Row Advisors
California
$215K
CIA
2599
Cladis Investment Advisory
Montana
$215K
UFF
2600
USA Financial Formulas
Michigan
$214K +$11.5K +43 +6%