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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 %
CCG
2626
Catalina Capital Group
California
$205K -$671K -2,499 -77%
CAM
2627
Clark Asset Management
New Hampshire
$204K -$17.7K -66 -8%
AWM
2628
Abound Wealth Management
Tennessee
$204K -$9.12K -34 -4%
CT
2629
ClearAlpha Technologies
Connecticut
$204K +$204K +761 New
WA
2630
Wealthstar Advisors
Texas
$203K -$298K -1,112 -59%
CPC
2631
Consolidated Planning Corp
Georgia
$203K
PSF
2632
Pacific Sun Financial
California
$203K +$537 +2 +0.3%
JSC
2633
Jackson Square Capital
California
$202K -$106K -395 -34%
SLT
2634
St Louis Trust
Missouri
$202K +$202K +753 New
AC
2635
Avory & Company
Florida
$202K -$6.45K -24 -3%
CWM
2636
Challenger Wealth Management
California
$202K -$25.8K -96 -11%
RTC
2637
Riverview Trust Company
Washington
$202K -$4.83K -18 -2%
IA
2638
Intellus Advisors
Florida
$201K -$26.8K -100 -12%
WFA
2639
Wellspring Financial Advisors
Ohio
$201K -$4.56K -17 -2%
TWM
2640
Tanager Wealth Management
United Kingdom
$201K +$15.8K +59 +9%
ML
2641
McAdam LLC
Pennsylvania
$201K -$46.4K -173 -19%
MAG
2642
MRA Advisory Group
New Jersey
$200K -$4.03K -15 -2%
CWM
2643
Cherrydale Wealth Management
New Jersey
$200K +$18.5K +69 +10%
FCT
2644
First Community Trust
Iowa
$199K
PW
2645
Pandora Wealth
Illinois
$197K +$197K +735 New
AWM
2646
Activest Wealth Management
Florida
$195K +$121K +452 +164%
WPA
2647
West Paces Advisors
Georgia
$195K
SN
2648
Sittner & Nelson
Oregon
$192K -$8.32K -31 -4%
BOJHT
2649
Bank of Jackson Hole Trust
Wyoming
$186K
BCM
2650
Blume Capital Management
California
$183K -$5.1K -19 -3%