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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 %
DOA
2001
D'Orazio & Associates
Virginia
$560K +$20.1K +75 +4%
RFN
2002
Redwood Financial Network
Ohio
$560K +$37.3K +139 +7%
GF
2003
Gabelli Funds
New York
$560K +$21.5K +80 +4%
SMA
2004
Seven Mile Advisory
New Jersey
$560K +$86.7K +323 +18%
SFG
2005
SevenBridge Financial Group
Pennsylvania
$557K -$110K -381 -17%
MFG
2006
Magnus Financial Group
New York
$556K -$57.2K -213 -9%
SC
2007
Saiph Capital
New Jersey
$556K +$805 +3 +0.1%
TSMHT
2008
Thurston Springer Miller Herd & Titak
Indiana
$556K +$174K +650 +46%
AA
2009
Addison Advisors
Vermont
$554K +$2.15K +8 +0.4%
WMA
2010
West Michigan Advisors
Michigan
$553K -$3.08M -11,491 -85%
NAS
2011
NWF Advisory Services
California
$553K -$167K -624 -23%
IWA
2012
IVC Wealth Advisors
Pennsylvania
$552K +$86.9K +324 +19%
BTW
2013
Boston Trust Walden
Massachusetts
$552K
MAM
2014
Meeder Asset Management
Ohio
$551K +$27.6K +103 +5%
RGC
2015
Roberts, Glore & Co
Illinois
$551K +$15.6K +58 +3%
FEG
2016
Financial Enhancement Group
Indiana
$549K +$549K +2,254 New
TSS
2017
Two Sigma Securities
New York
$545K -$168K -625 -24%
RAM
2018
Readystate Asset Management
Illinois
$544K +$544K +2,028 New
VCWM
2019
Vista Cima Wealth Management
Arizona
$544K
PA
2020
Perennial Advisors
New York
$544K +$544K +2,027 New
FA
2021
FF Advisors
California
$542K +$557 +2 +0.1%
BMWS
2022
Brady Martz Wealth Solutions
North Dakota
$542K -$4.29K -16 -0.8%
LG
2023
Leuthold Group
Minnesota
$541K -$19.1K -71 -3%
AWM
2024
Accel Wealth Management
Iowa
$540K -$29.5K -110 -5%
TC
2025
Trilogy Capital
California
$538K +$60.4K +225 +13%