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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 %
ZRP
2776
Zynergy Retirement Planning
New Jersey
$36.8K
PP
2777
Pacifica Partners
Canada
$36.7K
VWA
2778
VSM Wealth Advisory
Maryland
$36.2K
HHGA
2779
Halbert Hargrove Global Advisors
California
$34.9K +$6.72K +25 +24%
CIR
2780
Clear Investment Research
Georgia
$34.5K
PP
2781
Pingora Partners
Wyoming
$33.5K
AP
2782
Aspect Partners
Virginia
$31.9K -$268 -1 -0.8%
WTFG
2783
Wood Tarver Financial Group
Idaho
$31.7K +$2.95K +11 +10%
KSWA
2784
Kathleen S. Wright Associates
Pennsylvania
$31.4K
GCM
2785
Gables Capital Management
Florida
$31.1K
AF
2786
Abound Financial
California
$30.6K +$30.6K +114 New
RWM
2787
Ruedi Wealth Management
Illinois
$30.3K
CIAS
2788
CBIZ Investment Advisory Services
Ohio
$30.1K +$22.8K +85 +315%
BC
2789
Barrett & Company
Rhode Island
$29.5K
CAWM
2790
Capital A Wealth Management
Pennsylvania
$29.5K +$24.2K +90 +450%
1IA
2791
1620 Investment Advisors
Massachusetts
$29.4K -$15.5K -58 -35%
RTL
2792
Red Tortoise LLC
Georgia
$29.1K +$267 +1 +0.9%
CTWM
2793
Cherry Tree Wealth Management
Minnesota
$28.2K -$16.9K -63 -38%
LAMC
2794
Longview Asset Management (California)
California
$28.2K
GFL
2795
Granite FO LLC
New Hampshire
$27.6K
SIS
2796
Strategic Investment Solutions
Illinois
$27.1K -$80.6K -300 -75%
CWM
2797
Crowley Wealth Management
Delaware
$26.8K -$26.8K -100 -50%
APW
2798
Atlantic Private Wealth
North Carolina
$26.8K -$537 -2 -2%
TC
2799
Tacita Capital
Ontario, Canada
$26.8K
CMA
2800
Cedar Mountain Advisors
Oregon
$26.6K -$807 -3 -3%