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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 %
RI
2301
Ridgewood Investments
New Jersey
$337K +$63.1K +235 +23%
JAG
2302
Journey Advisory Group
Kentucky
$336K +$30.1K +112 +10%
DWS
2303
Dynamic Wealth Strategies
California
$336K +$4.56K +17 +1%
SFG
2304
Sovereign Financial Group
Connecticut
$336K +$15.6K +58 +5%
BCM
2305
Brown Capital Management
Maryland
$335K -$493K -1,838 -60%
SWA
2306
SOA Wealth Advisors
New York
$335K -$15.6K -58 -4%
FHC
2307
First Heartland Consultants
Missouri
$334K +$32.2K +120 +11%
VIM
2308
Vancity Investment Management
British Columbia, Canada
$334K +$334K +1,243 New
CCM
2309
Chaney Capital Management
Washington
$334K -$39.2K -146 -11%
RWPA
2310
Richard W. Paul & Associates
Michigan
$333K -$4.56K -17 -1%
SPC
2311
Spirepoint Private Client
Florida
$333K +$10.5K +39 +3%
IJWM
2312
Inman Jager Wealth Management
Mississippi
$333K
SPF
2313
South Plains Financial
Texas
$332K +$92K +343 +38%
RFA
2314
Resurgent Financial Advisors
Georgia
$332K -$14K -52 -4%
AWA
2315
Adapt Wealth Advisors
Georgia
$332K -$1.34K -5 -0.4%
CNBOF
2316
City National Bank of Florida
Florida
$332K +$332K +1,237 New
LMC
2317
Lightspeed Management Company
California
$332K
YWM
2318
Yoder Wealth Management
California
$330K -$2.42K -9 -0.7%
NERM
2319
New England Research & Management
Illinois
$330K +$330K +1,230 New
OPWM
2320
Oregon Pacific Wealth Management
Oregon
$329K +$28.4K +106 +9%
GMA
2321
Glassy Mountain Advisors
Maryland
$328K
LW
2322
Libra Wealth
California
$328K +$328K +1,223 New
RC
2323
Rovin Capital
Arizona
$328K -$110K -408 -25%
JCFM
2324
JBR Co Financial Management
Oklahoma
$328K
RCP
2325
Rothschild Capital Partners
New York
$327K