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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, 1,464 increasing their positions, 977 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
1,464
Reduced
977
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 %
W
3151
Wealthquest
Ohio
-$207K -618 Closed
LFS
3152
Legacy Financial Strategies
Kansas
-$204K -616 Closed
FC
3153
Financial Council
Maryland
-$206K -616 Closed
3F
3154
360 Financial
Minnesota
-$206K -615 Closed
TBWA
3155
Three Bridge Wealth Advisors
California
-$205K -611 Closed
CS
3156
Capital Square
Tennessee
-$204K -610 Closed
4WM
3157
49 Wealth Management
Texas
-$204K -610 Closed
PAA
3158
Peregrine Asset Advisers
Oregon
-$204K -609 Closed
CIAS
3159
CFS Investment Advisory Services
New Jersey
-$203K -608 Closed
PFS
3160
Prospect Financial Services
New York
-$203K -607 Closed
GRA
3161
Golden Road Advisors
Florida
-$202K -605 Closed
MAM
3162
Mainsail Asset Management
Alabama
-$202K -604 Closed
LFGO
3163
Legacy Financial Group (Oklahoma)
Oklahoma
-$201K -602 Closed
LRPA
3164
L. Roy Papp & Associates
Arizona
-$201K -601 Closed
NCM
3165
Neumann Capital Management
California
-$201K -600 Closed
RCWM
3166
Royal Capital Wealth Management
Indiana
-$201K -600 Closed
RT
3167
Rockland Trust
Massachusetts
-$200K -599 Closed
LDB
3168
Lee, Danner & Bass
Tennessee
-$172K -515 Closed
LJHT
3169
Laurie J. Hall Trustee
-$169K -505 Closed
EFMH
3170
E Fund Management (HK)
Hong Kong
-$144K -430 Closed
EFP
3171
EnRich Financial Partners
Wisconsin
-$125K -373 Closed
KI
3172
Kapitalo Investimentos
Brazil
-$121K -362 Closed
VAG
3173
VisionPoint Advisory Group
Texas
-$87.3K -264 Closed
CCA
3174
Cadent Capital Advisors
Oklahoma
-$81.8K -245 Closed
PCWA
3175
Pacific Capital Wealth Advisors
California
-$74.9K -224 Closed