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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 %
SEA
2326
Stegent Equity Advisors
Texas
$327K -$268 -1 -0.1%
WA
2327
Wealth Architects
California
$325K +$91K +339 +39%
WAG
2328
Wallace Advisory Group
California
$324K
UOTTAIMCU
2329
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$324K +$157K +586 +94%
AI
2330
Accredited Investors
Minnesota
$323K -$6.71K -25 -2%
FNBSF
2331
First National Bank Sioux Falls
South Dakota
$322K
AIM
2332
Advyzon Investment Management
Illinois
$321K +$68.7K +256 +27%
DWM
2333
Destination Wealth Management
California
$321K -$10.7K -40 -3%
BWS
2334
Broadway Wealth Solutions
Texas
$321K -$5.91K -22 -2%
KCM
2335
Kathmere Capital Management
Pennsylvania
$320K +$34.6K +129 +12%
I
2336
InceptionR
California
$320K +$320K +1,192 New
PI
2337
Pettee Investors
Connecticut
$319K
EFSCE
2338
Enterprise Financial Services Corp (EFSC)
Missouri
$319K +$11.8K +44 +4%
OBWG
2339
Onyx Bridge Wealth Group
New York
$319K +$53.7K +200 +20%
VI
2340
VanderPol Investments
Michigan
$319K +$5.1K +19 +2%
TFA
2341
Trinity Financial Advisors
Ohio
$319K +$7.91K +31 +3%
CCWM
2342
Cassaday & Co Wealth Management
Virginia
$318K -$4.83K -18 -1%
CFSG
2343
Clark Financial Services Group
Missouri
$318K +$84.8K +316 +36%
PFG
2344
Prosperity Financial Group
California
$317K -$16.1K -60 -5%
SI
2345
Saxon Interests
Texas
$317K +$126K +470 +66%
FCM
2346
Fourpath Capital Management
Oklahoma
$317K -$1.34K -5 -0.4%
HCP
2347
Hexagon Capital Partners
Arkansas
$316K +$106K +396 +51%
FG
2348
Foster Group
Iowa
$315K +$30.9K +115 +11%
GA
2349
GFS Advisors
Texas
$314K -$1.07K -4 -0.3%
UWM
2350
USAdvisors Wealth Management
Minnesota
$314K +$18.2K +68 +6%