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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 %
EFL
2601
ERn Financial LLC
Wisconsin
$214K +$3.49K +13 +2%
ACA
2602
Affinity Capital Advisors
California
$213K +$50.2K +197 +31%
LFG
2603
Lockerman Financial Group
California
$213K -$4.56K -17 -2%
PWA
2604
Prairie Wealth Advisors
Nebraska
$211K +$9.12K +34 +5%
TA
2605
Teramo Advisors
Florida
$211K +$211K +786 New
SIA
2606
SGL Investment Advisors
Montana
$211K +$4.2K +15 +2%
PCA
2607
Purkiss Capital Advisors
Connecticut
$210K
LTI
2608
Laffer Tengler Investments
Tennessee
$210K
LWM
2609
Laidlaw Wealth Management
New York
$210K -$972K -3,622 -82%
RWI
2610
Red Wave Investments
Pennsylvania
$209K -$73.3K -273 -26%
RAS
2611
RPS Advisory Solutions
Kentucky
$209K -$29K -108 -12%
WAM
2612
Weatherly Asset Management
California
$209K -$9.39K -35 -4%
RWA
2613
Rooted Wealth Advisors
Illinois
$209K -$30.1K -125 -13%
MHWM
2614
Montz Harcus Wealth Management
Louisiana
$209K +$268 +1 +0.1%
CAL
2615
Capital Advisors Ltd
Ohio
$208K -$3.49K -13 -2%
TCM
2616
Tufton Capital Management
Maryland
$208K
VC
2617
Vestor Capital
Illinois
$207K -$11.2M -41,617 -98%
VCP
2618
Vista Capital Partners
Oregon
$206K -$3.22K -12 -2%
CAG
2619
Cypress Advisory Group
Arizona
$206K
MWM
2620
Maridea Wealth Management
New York
$206K -$11K -41 -5%
JTWM
2621
Jackson Thornton Wealth Management
Alabama
$206K +$206K +832 New
QFA
2622
Quantum Financial Advisors
California
$206K +$268 +1 +0.1%
MSS
2623
Mitchell Sinkler & Starr
Pennsylvania
$205K
HFS
2624
Hughes Financial Services
Virginia
$205K +$540 +2 +0.3%
EB
2625
Exchange Bank
California
$205K