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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 %
CAM
3051
CenterStar Asset Management
Illinois
-$285K -854 Closed
CM
3052
Cercano Management
Washington
-$282K -844 Closed
WPW
3053
Warther Private Wealth
Ohio
-$282K -843 Closed
GSIS
3054
Global Strategic Investment Solutions
Arizona
-$282K -842 Closed
IDBONY
3055
Israel Discount Bank of New York
New York
-$280K -837 Closed
AG
3056
Algert Global
California
-$280K -837 Closed
MWP
3057
Meridian Wealth Partners
Pennsylvania
-$279K -834 Closed
BAM
3058
Blueshift Asset Management
New Jersey
-$273K -818 Closed
TCBWMS
3059
Texas Capital Bank Wealth Management Services
Texas
-$272K -813 Closed
HCM
3060
HMS Capital Management
Tennessee
-$265K -794 Closed
AR
3061
Apeiron RIA
Texas
-$264K -791 Closed
CBA
3062
Coastal Bridge Advisors
Connecticut
-$262K -784 Closed
LA
3063
Latitude Advisors
Florida
-$262K -782 Closed
AFM
3064
Armstrong Fleming & Moore
District of Columbia
-$258K -773 Closed
SCM
3065
SOL Capital Management
Maryland
-$255K -764 Closed
GFG
3066
Goldstone Financial Group
Illinois
-$253K -757 Closed
AF
3067
Affiance Financial
Minnesota
-$252K -753 Closed
AFG
3068
ABLE Financial Group
Arizona
-$250K -748 Closed
CWS
3069
Cypress Wealth Services
California
-$248K -741 Closed
KWM
3070
Keebeck Wealth Management
Illinois
-$247K -739 Closed
GIA
3071
Guyasuta Investment Advisors
Pennsylvania
-$246K -736 Closed
TA
3072
TruWealth Advisors
Louisiana
-$246K -736 Closed
PPWM
3073
Perissos Private Wealth Management
Oklahoma
-$242K -725 Closed
HC
3074
Hamilton Capital
Ohio
-$242K -724 Closed
FMN
3075
Financial Management Network
California
-$241K -723 Closed