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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 %
KCPG
2426
Kavar Capital Partners Group
Kansas
$279K +$268 +1 +0.1%
FA
2427
FDx Advisors
Illinois
$279K -$17.2K -64 -6%
OWCM
2428
One Wealth Capital Management
Arizona
$279K +$76.5K +285 +38%
HR
2429
Howe & Rusling
New York
$278K -$268 -1 -0.1%
GHA
2430
Granite Harbor Advisors
Texas
$277K +$78.1K +291 +39%
WA
2431
Westfuller Advisors
New York
$276K +$2.15K +8 +0.8%
MSA
2432
McAlister Sweet & Associates
Texas
$276K
WH
2433
Willner & Heller
California
$276K -$268 -1 -0.1%
PWP
2434
Prasad Wealth Partners
Ohio
$275K -$537 -2 -0.2%
CSIC
2435
Clifford Swan Investment Counsel
California
$275K +$3.22K +12 +1%
AA
2436
Apriem Advisors
California
$275K +$35.2K +131 +15%
PA
2437
PSI Advisors
Florida
$275K -$50.7K -189 -16%
OC
2438
Oarsman Capital
Wisconsin
$275K -$805 -3 -0.3%
HKIMG
2439
Hutchens & Kramer Investment Management Group
Indiana
$274K -$4.29K -16 -2%
FFG
2440
Frisch Financial Group
New York
$274K +$537 +2 +0.2%
TIM
2441
Thompson Investment Management
Wisconsin
$274K
MFWP
2442
Mosaic Family Wealth Partners
Missouri
$273K -$42.4K -158 -13%
ST
2443
Somerset Trust
Pennsylvania
$273K +$40.5K +151 +17%
LA
2444
LexAurum Advisors
Kansas
$273K -$13.7K -51 -5%
AGC
2445
Aspen Grove Capital
Colorado
$272K +$12.3K +46 +5%
LI
2446
LifeWealth Investments
Florida
$272K +$25.8K +96 +10%
IA
2447
Insight Advisors
Pennsylvania
$272K -$6.18K -23 -2%
APA
2448
Astoria Portfolio Advisors
New York
$272K -$25.5K -102 -9%
PCP
2449
Panoramic Capital Partners
Oregon
$271K +$109K +446 +67%
AAMU
2450
AEGON Asset Management (UK)
United Kingdom
$271K +$255K +950 +1,610%