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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 %
FIA
3176
FPC Investment Advisory
California
-$69K -202 Closed
EA
3177
Emerald Advisers
Pennsylvania
-$66.9K -200 Closed
CI
3178
Cordant Inc
Oregon
-$63.5K -190 Closed
KG
3179
Kieckhefer Group
Wisconsin
-$60.2K -180 Closed
KBFS
3180
Kohmann Bosshard Financial Services
Ohio
-$58.8K -176 Closed
MSFP
3181
Mark Sheptoff Financial Planning
Connecticut
-$58.5K -175 Closed
FF
3182
Friedenthal Financial
New Jersey
-$55.2K -165 Closed
SGC
3183
Slocum, Gordon & Co
Rhode Island
-$50.1K -150 Closed
PSB
3184
Piscataqua Savings Bank
New Hampshire
-$33.4K -100 Closed
CP
3185
Castleview Partners
Texas
-$31.7K -96 Closed
FWM
3186
FLP Wealth Management
Arkansas
-$28.5K -85 Closed
CJ
3187
Caitlin John
Michigan
-$22.4K -67 Closed
PG
3188
Proffitt & Goodson
Tennessee
-$21.4K -64 Closed
PIS
3189
POM Investment Strategies
North Carolina
-$20.4K -61 Closed
FFA
3190
Fairfield Financial Advisors
Massachusetts
-$16.8K -50 Closed
MFG
3191
Menard Financial Group
Texas
-$16.7K -50 Closed
PFT
3192
Providence First Trust
Arizona
-$16.7K -50 Closed
XC
3193
XY Capital
Hong Kong
-$16K -48 Closed
WWA
3194
Wingate Wealth Advisors
Massachusetts
-$12K -36 Closed
CPL
3195
Capital & Planning LLC
Georgia
-$11.7K -35 Closed
CJL
3196
Cyrus J. Lawrence
New York
-$11K -35 Closed
SMAM
3197
Sugar Maple Asset Management
Wisconsin
-$10K -30 Closed
DWA
3198
Delos Wealth Advisors
Texas
-$6.02K -18 Closed
RL
3199
Rogco LP
Oklahoma
-$6.02K -18 Closed
KFP
3200
Keener Financial Planning
Texas
-$5K -15 Closed