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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 %
GBA
2751
Garrison Bradford & Associates
New York
$53.7K +$53.7K +200 New
RWS
2752
Retirement Wealth Solutions
Wisconsin
$53.3K -$3.48K -13 -6%
RFG
2753
REAP Financial Group
Texas
$52.6K +$16.1K +60 +44%
BTC
2754
Bank & Trust Company
Illinois
$51K
CAC
2755
Core Alternative Capital
Georgia
$50.5K
CWM
2756
Cedar Wealth Management
California
$50.2K
T
2757
Tidemark
California
$48.8K -$4.83K -18 -9%
NEWAS
2758
N.E.W. Advisory Services
Wisconsin
$48.7K +$48.7K +182 New
PPA
2759
Pilgrim Partners Asia
Singapore
$48.3K +$48.3K +180 New
FWA
2760
FSC Wealth Advisors
New York
$48K +$268 +1 +0.6%
KPP
2761
Kings Path Partners
Texas
$47.2K
GJIA
2762
Glass Jacobson Investment Advisors
Maryland
$46.8K
DCM
2763
Disciplina Capital Management
Tennessee
$46.7K +$25K +93 +115%
VWM
2764
Vermillion Wealth Management
Minnesota
$46.3K +$26.9K +100 +139%
RCM
2765
Richardson Capital Management
Wisconsin
$46.2K +$537 +2 +1%
LFASL
2766
Lugano Financial Advisors SA (LFA)
Switzerland
$46.2K +$29.5K +110 +177%
MSG
2767
Main Street Group
Virginia
$44.8K +$13.4K +50 +43%
EWP
2768
Elevation Wealth Partners
California
$44.3K
MG
2769
MilWealth Group
Wisconsin
$44.3K
GIA
2770
GHP Investment Advisors
Colorado
$44.1K -$19.1K -71 -30%
GK
2771
Graney & King
New York
$43.2K
FNWA
2772
Financial Network Wealth Advisors
Utah
$41.3K +$23.9K +89 +137%
IWP
2773
IAG Wealth Partners
Wisconsin
$40.3K
PWA
2774
Provenance Wealth Advisors
Florida
$37.8K +$31.1K +116 +464%
PK
2775
Pflug Koory
Nebraska
$37K