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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 %
PFBT
1851
Parkside Financial Bank & Trust
Missouri
$745K -$24.2K -90 -3%
CF
1852
Cyr Financial
Illinois
$741K +$26.8K +100 +4%
RBFC
1853
Roman Butler Fullerton & Co
Missouri
$741K -$656K -2,575 -47%
PA
1854
PFG Advisors
Arizona
$741K +$42.1K +157 +6%
AWM
1855
Aviso Wealth Management
Washington
$740K +$15.8K +59 +2%
PCP
1856
Proficio Capital Partners
Massachusetts
$739K -$9.66K -36 -1%
MQWP
1857
Morey & Quinn Wealth Partners
Nebraska
$739K -$11K -41 -1%
MWM
1858
Modern Wealth Management
Kansas
$738K +$192K +714 +35%
AFM
1859
Abbot Financial Management
Massachusetts
$738K -$13.4K -50 -2%
HNW
1860
High Note Wealth
Minnesota
$737K -$1.88K -7 -0.3%
OWP
1861
ORG Wealth Partners
Texas
$733K +$164K +608 +29%
AA
1862
Advisory Alpha
Michigan
$732K +$72.7K +271 +11%
SFI
1863
SPC Financial Inc
Maryland
$730K -$125K -464 -15%
NF
1864
Nvest Financial
New Hampshire
$728K -$25K -93 -3%
MAWA
1865
Moss Adams Wealth Advisors
Washington
$728K +$21.5K +80 +3%
CWG
1866
Crown Wealth Group
North Carolina
$724K +$20.4K +76 +3%
HFM
1867
Hartford Funds Management
Pennsylvania
$715K +$107K +397 +18%
AO
1868
Advisor OS
Illinois
$714K +$106K +396 +17%
FWP
1869
FAS Wealth Partners
Kansas
$711K +$8.32K +31 +1%
PWM
1870
Prentice Wealth Management
New York
$710K +$16.1K +60 +2%
AF
1871
Advisornet Financial
Minnesota
$708K +$28.4K +106 +4%
LIG
1872
Lokken Investment Group
Delaware
$708K -$256K -955 -27%
ZIG
1873
Zullo Investment Group
Pennsylvania
$708K +$65.5K +244 +10%
OL
1874
OneFund LLC
Florida
$707K +$1.61K +6 +0.2%
HWMO
1875
Heritage Wealth Management (Ohio)
Ohio
$707K +$70.3K +262 +11%