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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 %
PWA
2726
Physician Wealth Advisors
Utah
$71.9K -$41.6K -155 -37%
FPB
2727
First PREMIER Bank
South Dakota
$71K
PWM
2728
Proathlete Wealth Management
Florida
$70.2K +$70.2K +260 New
BI
2729
Binnacle Investments
Iowa
$70K +$70K +261 New
FCG
2730
Financial Connections Group
California
$70K
VEA
2731
Virtus ETF Advisers
New York
$66.6K -$984K -3,665 -94%
SIM
2732
Studio Investment Management
Illinois
$66.3K -$564K -2,100 -89%
AW
2733
Avion Wealth
Texas
$65K
HFM
2734
Hartford Financial Management
Connecticut
$63.1K
PCFFS
2735
Pacific Center for Financial Services
California
$61.9K
CFS
2736
CGC Financial Services
Oregon
$59.8K
CAM
2737
Creekmur Asset Management
Illinois
$59.6K -$11.5K -43 -16%
KWM
2738
Kiker Wealth Management
Georgia
$59.6K +$59.6K +222 New
1M
2739
1248 Management
Missouri
$59.6K +$59.6K +222 New
NWMP
2740
Noble Wealth Management PBC
Colorado
$58.5K
DAM
2741
Delta Asset Management
Tennessee
$58.2K -$20.1K -75 -26%
WA
2742
Whipplewood Advisors
Colorado
$58.2K +$46.9K +769 +416%
ME
2743
McIlrath & Eck
Washington
$57K -$62.1K -231 -52%
BGAI
2744
Bruce G. Allen Investments
Colorado
$56.6K -$43.5K -162 -43%
MSWA
2745
Marshall & Sterling Wealth Advisors
New York
$56.2K +$43.5K +162 +345%
SO
2746
Sierra Ocean
California
$55K +$17.7K +66 +47%
HWA
2747
HHM Wealth Advisors
Tennessee
$54.2K +$44.8K +167 +477%
BIM
2748
Breakwater Investment Management
Washington
$53.7K
SC
2749
Swan Capital
Florida
$53.7K
AWM
2750
Ameliora Wealth Management
Switzerland
$53.7K