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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 %
AF
2101
Apexium Financial
Texas
$481K +$39.2K +146 +9%
LCM
2102
Landscape Capital Management
New Jersey
$481K -$1.13M -4,226 -70%
APWM
2103
Argonautica Private Wealth Management
Massachusetts
$481K -$3.76K -14 -0.8%
RFS
2104
Richardson Financial Services
Massachusetts
$480K +$8.05K +30 +2%
NI
2105
Natural Investments
California
$478K +$7.24K +27 +2%
WPC
2106
Waters Parkerson & Co
Louisiana
$477K
PSP
2107
Pacific Sage Partners
Washington
$476K
DTL
2108
Dynamic Technology Lab
Singapore
$475K +$64.4K +240 +16%
AT
2109
Avalon Trust
New Mexico
$475K -$30.9K -115 -6%
CWA
2110
Clarity Wealth Advisors
California
$472K +$10.7K +40 +2%
RTC
2111
Real Talk Capital
Tennessee
$470K +$25.2K +94 +6%
OL
2112
one8zero8 LLC
North Carolina
$469K +$11K +41 +2%
DFG
2113
Delta Financial Group
New Jersey
$468K +$164K +574 +54%
AWM
2114
Aries Wealth Management
Maine
$467K +$168K +627 +56%
BSHC
2115
Breed's Hill Capital
Massachusetts
$465K +$11.3K +42 +2%
RLH
2116
RD Lewis Holdings
Florida
$465K
BFAG
2117
Blackston Financial Advisory Group
Florida
$465K +$76.8K +286 +20%
ICP
2118
Impact Capital Partners
Colorado
$464K -$92.6K -345 -17%
LWM
2119
LJI Wealth Management
Indiana
$464K +$28.7K +107 +7%
DE
2120
Diversified Enterprises
Delaware
$462K +$179K +667 +63%
FFA
2121
Florida Financial Advisors
Florida
$462K -$67K -250 -13%
IA
2122
IFG Advisors
Missouri
$460K +$4.03K +15 +0.9%
ACM
2123
Arcataur Capital Management
Wisconsin
$460K -$34.9K -130 -7%
TWP
2124
Triad Wealth Partners
Kansas
$460K +$6.98K +26 +2%
EWA
2125
Encompass Wealth Advisors
Oregon
$459K -$8.85K -33 -2%