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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 %
TA
2126
TrueWealth Advisors
Alabama
$459K +$459K +1,710 New
IGGA
2127
Iron Gate Global Advisors
Utah
$459K -$31.7K -118 -6%
SL
2128
Sentinus LLC
Illinois
$457K +$174K +647 +61%
BPAMU
2129
BTG Pactual Asset Management US
New York
$457K -$1.77M -6,599 -79%
JCM
2130
Jacobsen Capital Management
Utah
$456K +$14K +52 +3%
HWA
2131
HCR Wealth Advisors
California
$454K +$93.4K +348 +26%
BPFA
2132
Barnes Pettey Financial Advisors
Mississippi
$454K -$5.37K -20 -1%
SFO
2133
Stokes Family Office
Louisiana
$453K +$8.05K +30 +2%
MFA
2134
Morling Financial Advisors
California
$452K +$92.9K +346 +26%
BHPW
2135
Beverly Hills Private Wealth
California
$450K +$25K +93 +6%
BRIA
2136
Balanced Rock Investment Advisors
Massachusetts
$449K -$9.39K -35 -2%
SW
2137
SlateStone Wealth
Florida
$448K -$2.15K -8 -0.5%
SAF
2138
Smith Anglin Financial
Texas
$448K +$233K +868 +108%
CCA
2139
Corps Capital Advisors
Texas
$448K +$3.76K +14 +0.8%
FPCP
2140
Fort Point Capital Partners
California
$446K -$122K -456 -22%
WCM
2141
Wedge Capital Management
North Carolina
$446K +$9.93K +37 +2%
VC
2142
Veery Capital
Delaware
$446K +$50.2K +187 +13%
BIA
2143
Bigelow Investment Advisors
Maine
$445K -$29K -108 -6%
GFA
2144
Gallagher Fiduciary Advisors
Illinois
$444K +$21.7K +81 +5%
PCH
2145
PGIM Custom Harvest
New Jersey
$443K -$2.81M -10,484 -86%
SGAM
2146
Smith Group Asset Management
Texas
$443K +$207K +770 +88%
MP
2147
McDonald Partners
Ohio
$441K +$227K +844 +106%
WG
2148
Welch Group
Alabama
$440K +$19.2K +71 +5%
AA
2149
Armis Advisers
Georgia
$439K +$439K +1,634 New
GF
2150
Gries Financial
Ohio
$439K +$65.7K +245 +18%