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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 %
MP
2226
Moment Partners
California
$392K
MBTD
2227
Mechanics Bank - Trust Department
California
$392K
AFW
2228
Avantra Family Wealth
Pennsylvania
$392K +$199K +741 +103%
MWM
2229
Mindset Wealth Management
Indiana
$391K +$52.3K +195 +15%
LCWP
2230
Legacy Capital Wealth Partners
Arkansas
$391K +$16.1K +60 +4%
FWA
2231
FSM Wealth Advisors
Ohio
$389K +$61.5K +229 +19%
PFG
2232
PAX Financial Group
Texas
$388K -$14.2K -53 -4%
PAG
2233
Paladin Advisory Group
Iowa
$388K
FF
2234
Farrell Financial
New York
$388K
SWA
2235
Strata Wealth Advisors
Texas
$387K +$14.2K +53 +4%
AWM
2236
AllSquare Wealth Management
New York
$386K
MA
2237
MJP Associates
Connecticut
$386K +$79.7K +297 +26%
TC
2238
Truvestments Capital
Florida
$386K -$246K -915 -39%
ATC
2239
Adirondack Trust Company
New York
$384K
KWMG
2240
King Wealth Management Group
Florida
$383K +$383K +1,429 New
CFG
2241
Copley Financial Group
California
$382K -$5.1K -19 -1%
BOS
2242
Bank of Stockton
California
$382K +$14.2K +53 +4%
IF
2243
Intrua Financial
Texas
$380K -$79.4K -296 -17%
HAM
2244
Hickory Asset Management
Ohio
$378K -$17.4K -65 -4%
FWI
2245
Facet Wealth Inc
Maryland
$377K -$41.7K -153 -10%
BB
2246
Busey Bank
Illinois
$377K +$17.7K +66 +5%
FMWA
2247
Forvis Mazars Wealth Advisors
Missouri
$377K -$348K -1,295 -48%
CFIA
2248
Cantor Fitzgerald Investment Advisors
New York
$376K
MCM
2249
Massar Capital Management
Connecticut
$376K +$376K +1,400 New
CWMGO
2250
Capstone Wealth Management Group (Oregon)
Oregon
$375K -$33.3K -124 -8%