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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 %
SCM
2076
Stevens Capital Management
Pennsylvania
$500K -$1.47M -5,470 -75%
FWA
2077
Flagship Wealth Advisors
Massachusetts
$500K +$497K +3,736 +20,756%
IP
2078
Ignite Planners
California
$498K +$88.1K +327 +21%
SWP
2079
Semus Wealth Partners
Florida
$498K +$17.7K +66 +4%
ACP
2080
Aviance Capital Partners
Florida
$498K
SI
2081
Seeds Investor
New York
$497K -$57.2K -213 -10%
WWP
2082
Waypoint Wealth Partners
California
$495K -$33.5K -125 -6%
RFW
2083
Rainier Family Wealth
Washington
$494K +$16.6K +62 +3%
BCA
2084
Bay Colony Advisors
Massachusetts
$493K +$23.5K +87 +5%
IWM
2085
Iams Wealth Management
Nebraska
$493K
WWA
2086
Wisconsin Wealth Advisors
Wisconsin
$492K -$5.1K -19 -1%
PFA
2087
Pure Financial Advisors
California
$492K +$125K +464 +34%
OIS
2088
OneAscent Investment Solutions
Alabama
$492K +$492K +1,834 New
EP
2089
EPIQ Partners
Minnesota
$492K +$229K +854 +87%
NFA
2090
Northern Financial Advisors
Michigan
$492K -$8.86K -33 -2%
ACA
2091
Aspire Capital Advisors
Washington
$487K
VFG
2092
Victory Financial Group
Texas
$486K +$126K +475 +35%
ANBT
2093
American National Bank & Trust
Texas
$486K +$60.4K +225 +14%
AGWCA
2094
Annis Gardner Whiting Capital Advisors
Florida
$485K -$9.93K -37 -2%
FFA
2095
Founders Financial Alliance
North Carolina
$485K +$485K +1,808 New
TVAMP
2096
Tennessee Valley Asset Management Partners
Tennessee
$485K +$1.61K +6 +0.3%
OFG
2097
Oxford Financial Group
Indiana
$484K +$19.1K +71 +4%
AG
2098
AmeriFlex Group
Nevada
$484K +$200K +744 +70%
GAA
2099
Guardian Asset Advisors
Pennsylvania
$483K +$52.4K +195 +12%
LRWA
2100
Long Run Wealth Advisors
New York
$482K +$68.4K +255 +17%