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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 %
PDL
1976
Portfolio Design Labs
California
$587K -$1.4M -5,200 -70%
CCA
1977
Coign Capital Advisors
Utah
$586K +$9.93K +37 +2%
WA
1978
WBH Advisory
Maryland
$586K -$537 -2 -0.1%
BFA
1979
Beacon Financial Advisory
Ohio
$585K +$21.7K +81 +4%
OAM
1980
Oxford Asset Management
United Kingdom
$584K +$584K +2,176 New
WBCM
1981
Wilson & Boucher Capital Management
California
$584K
BCM
1982
Berbice Capital Management
New York
$582K -$2.68K -10 -0.5%
HCM
1983
Hengehold Capital Management
Ohio
$582K -$6.71K -25 -1%
HAM
1984
Harmony Asset Management
Arizona
$580K +$169K +628 +41%
SSA
1985
Sierra Summit Advisors
Nevada
$579K +$206K +768 +55%
BW
1986
BIP Wealth
Georgia
$577K -$123K -459 -18%
CA
1987
Carson Advisory
Georgia
$576K +$32.5K +121 +6%
PWS
1988
Peterson Wealth Services
Utah
$572K -$19.9K -74 -3%
RS
1989
R Squared
Hong Kong
$572K +$572K +2,130 New
SFG
1990
Synergy Financial Group
California
$570K +$15.3K +57 +3%
DFCM
1991
Dark Forest Capital Management
Puerto Rico
$569K +$569K +2,120 New
TA
1992
TFB Advisors
Kansas
$569K +$25.5K +95 +5%
HL
1993
HeadInvest LLC
Maine
$565K +$2.15K +8 +0.4%
EL
1994
EWA LLC
Pennsylvania
$565K +$28.4K +106 +5%
MUAMU
1995
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$564K -$1.21M -4,500 -68%
DIM
1996
Delta Investment Management
California
$564K -$43.5K -162 -7%
WPWM
1997
Western Pacific Wealth Management
Illinois
$562K -$8.59K -32 -2%
FNBT
1998
FineMark National Bank & Trust
Florida
$561K +$130K +485 +30%
RBWA
1999
RFG - Bristol Wealth Advisors
Massachusetts
$561K -$13.7K -51 -2%
EP
2000
Edgestream Partners
New Jersey
$561K -$624K -2,326 -53%