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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 %
BFG
2201
Beacon Financial Group
Texas
$410K +$1.61K +6 +0.4%
RFO
2202
RiverGlades Family Offices
Florida
$409K
FFC
2203
First Financial Corp
Indiana
$408K -$13.4K -50 -3%
ACG
2204
Allen Capital Group
Nebraska
$408K +$108K +401 +36%
CRI
2205
Colonial River Investments
Virginia
$408K -$266K -991 -39%
OWA
2206
Outlook Wealth Advisors
Texas
$408K -$6.17K -23 -1%
4A
2207
4Wealth Advisors
Illinois
$407K +$43.2K +161 +12%
S
2208
Sunpointe
Missouri
$406K -$60.4K -225 -13%
SIM
2209
SSI Investment Management
California
$406K -$268 -1 -0.1%
AAA
2210
American Alpha Advisors
New York
$406K +$406K +1,512 New
FPW
2211
Fairvoy Private Wealth
Alabama
$403K -$386K -1,440 -49%
HA
2212
Harbor Advisors
Florida
$403K
AAP
2213
Aristotle Atlantic Partners
Florida
$403K
KFGK
2214
Keystone Financial Group (Kentucky)
Kentucky
$402K -$2.15K -8 -0.5%
RIS
2215
Retirement Income Solutions
Michigan
$401K
OWM
2216
Opes Wealth Management
California
$401K +$60.4K +225 +18%
TC
2217
TFR Capital
Texas
$401K +$401K +1,495 New
AW
2218
Alteri Wealth
California
$401K +$6.44K +24 +2%
DIM
2219
DC Investments Management
Virginia
$400K +$13.4K +50 +3%
WA
2220
Waddell & Associates
Tennessee
$399K
BWP
2221
Balboa Wealth Partners
Arizona
$399K -$66.6K -248 -14%
MWA
2222
Muirfield Wealth Advisors
North Carolina
$396K +$5.37K +20 +1%
TWP
2223
Tower Wealth Partners
Pennsylvania
$394K +$162K +603 +70%
BCMLT
2224
Beacon Capital Management LLC (Tennessee)
Tennessee
$394K +$6.44K +24 +2%
TF
2225
Trek Financial
Arizona
$393K -$2.62M -9,775 -87%