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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 %
FCG
2251
Fielder Capital Group
Tennessee
$374K +$27.9K +104 +8%
TFM
2252
TFC Financial Management
Massachusetts
$373K +$34.1K +127 +10%
BMC
2253
Beaton Management Company
Massachusetts
$372K -$51K -190 -12%
JCIA
2254
Jackson Creek Investment Advisors
Colorado
$371K -$388K -1,446 -51%
PIA
2255
Pinion Investment Advisors
Kansas
$370K -$7.25K -27 -2%
LA
2256
Lifeworks Advisors
Michigan
$370K +$87.2K +325 +31%
BFC
2257
Bedel Financial Consulting
Indiana
$370K +$46.8K +171 +14%
TWM
2258
Tradition Wealth Management
Minnesota
$369K -$4.83K -18 -1%
WG
2259
Wealth Group
North Carolina
$369K +$16.6K +62 +5%
PMSA
2260
Patrick M. Sweeney & Associates
Illinois
$368K +$13.4K +50 +4%
RA
2261
Ransom Advisory
Rhode Island
$367K +$367K +1,368 New
SCG
2262
Sonata Capital Group
Washington
$367K +$80.5K +300 +28%
GD
2263
Grandfield & Dodd
New York
$367K +$805 +3 +0.2%
TM
2264
TigerOak Management
New Mexico
$366K +$11.8K +44 +3%
GAG
2265
GM Advisory Group
New York
$362K -$11.8K -44 -3%
SSWM
2266
Sheets Smith Wealth Management
North Carolina
$362K +$4.03K +15 +1%
BWM
2267
BlackDiamond Wealth Management
New York
$361K -$9.64K -35 -3%
SA
2268
Sage Advisors
Colorado
$359K +$359K +1,336 New
FFA
2269
First Foundation Advisors
California
$358K -$31.7K -118 -8%
SWM
2270
Scissortail Wealth Management
Oklahoma
$357K +$26.8K +100 +8%
TFA
2271
Toth Financial Advisory
Virginia
$357K +$357K +1,331 New
MCM
2272
Manchester Capital Management
Vermont
$357K +$10.7K +40 +3%
WIA
2273
Wetzel Investment Advisors
Indiana
$356K -$26.8K -100 -7%
PBK
2274
Peoples Bank (Kansas)
Kansas
$355K +$26.6K +99 +8%
GI
2275
GLOBALT Investments
Georgia
$354K