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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 %
TC
2801
Trust Company
Kansas
$26.3K +$10.2K +38 +63%
SRCM
2802
Signature Resources Capital Management
California
$26.2K
OA
2803
Operose Advisors
Wisconsin
$25.8K
CF
2804
Collier Financial
Colorado
$25.4K +$267 +1 +1%
MA
2805
MCF Advisors
Kentucky
$25.3K -$36.8K -137 -59%
FWM
2806
FSA Wealth Management
Massachusetts
$25.1K
API
2807
Asset Planning Inc
California
$25K
RA
2808
RiverPark Advisors
New York
$24.7K +$24.7K +92 New
NI
2809
NCP Inc
California
$24.4K
CFS
2810
Compass Financial Services
Iowa
$23.9K
TCM
2811
Tradewinds Capital Management
Washington
$23.9K
PC
2812
Promus Capital
Illinois
$23.1K
DPW
2813
DiNuzzo Private Wealth
Pennsylvania
$23.1K +$537 +2 +2%
ICM
2814
Islay Capital Management
Texas
$22.8K
SC
2815
Steph & Co
Wisconsin
$22.5K +$5.64K +21 +33%
LWMI
2816
Legacy Wealth Management (Idaho)
Idaho
$22K
AWM
2817
Accredited Wealth Management
Kentucky
$21.5K
WAG
2818
Wiser Advisor Group
Arizona
$20.8K
DMKJ
2819
David M. Knott Jr
$20.7K
CI
2820
Clal Insurance
Israel
$20K +$12.9K +47 +181%
VWA
2821
Valued Wealth Advisors
Utah
$19.6K +$537 +2 +3%
Q1WB
2822
Quest 10 Wealth Builders
Virginia
$18.9K -$6.13K -23 -24%
SIM
2823
Synergy Investment Management
Florida
$18.8K +$13.4K +50 +250%
BAM
2824
Bellevue Asset Management
Washington
$18.8K
DI
2825
DAGCO Inc
Ohio
$18.2K +$18.2K +68 New