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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 %
MCI
2451
MRP Capital Investments
Georgia
$270K
ICA
2452
Infrastructure Capital Advisors
New York
$269K -$215K -800 -44%
CFS
2453
Coordinated Financial Services
Colorado
$269K +$27.1K +101 +11%
HCM
2454
Highview Capital Management
Illinois
$268K
CG
2455
Clifford Group
Massachusetts
$268K +$6.17K +23 +2%
CWA
2456
Cura Wealth Advisors
Illinois
$268K
SSWG
2457
Seven Springs Wealth Group
Tennessee
$267K -$859K -3,201 -76%
CT
2458
Colonial Trust
South Carolina
$267K -$24.9K -93 -9%
AGA
2459
Arkos Global Advisors
Texas
$265K -$5.11K -19 -2%
T
2460
Transce3nd
Texas
$265K -$43.2K -161 -14%
ABWM
2461
Alpine Bank Wealth Management
Colorado
$265K +$265K +986 New
SAM
2462
Sawgrass Asset Management
Florida
$265K +$265K +986 New
HP
2463
Holistic Planning
Texas
$264K +$24.4K +91 +10%
BC
2464
Brio Consultants
California
$264K -$359K -1,336 -58%
HWM
2465
Hobbs Wealth Management
Indiana
$263K +$29.5K +110 +13%
WA
2466
Wambolt & Associates
Colorado
$263K -$14.9K -55 -5%
CFO
2467
Collective Family Office
Pennsylvania
$262K -$21.5K -80 -8%
CV
2468
Counterweight Ventures
North Carolina
$262K -$4.03K -15 -2%
APW
2469
Aurora Private Wealth
New Jersey
$262K +$1.34K +5 +0.5%
OP
2470
ORG Partners
Indiana
$262K -$736K -2,723 -74%
AAMA
2471
Advanced Asset Management Advisors
Ohio
$262K
HWP
2472
Highline Wealth Partners
California
$261K -$3.76K -14 -1%
MFS
2473
Madrona Financial Services
Washington
$260K -$6.71K -25 -3%
KA
2474
KDT Advisors
New York
$260K +$10.2K +38 +4%
QFW
2475
QTR Family Wealth
Florida
$258K +$258K +963 New