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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 %
GWM
3076
GSB Wealth Management
Connecticut
-$242K -723 Closed
TFA
3077
Tranquilli Financial Advisor
New Jersey
-$241K -720 Closed
MWM
3078
MinichMacGregor Wealth Management
New York
-$240K -717 Closed
CWM
3079
CCG Wealth Management
California
-$240K -717 Closed
PRTG
3080
Post Resch Tallon Group
New York
-$236K -714 Closed
BPC
3081
Bearing Point Capital
Minnesota
-$237K -710 Closed
BL
3082
Balentine LLC
Georgia
-$237K -710 Closed
GP
3083
Guardian Partners
Canada
-$230K -705 Closed
AIM
3084
Athena Investment Management
California
-$236K -705 Closed
GSWM
3085
Greenup Street Wealth Management
Michigan
-$235K -703 Closed
GIP
3086
Greatmark Investment Partners
Georgia
-$234K -700 Closed
UWPG
3087
Ullmann Wealth Partners Group
Florida
-$234K -699 Closed
AWM
3088
Alterna Wealth Management
Texas
-$233K -697 Closed
BBW
3089
Blue Barn Wealth
Utah
-$233K -696 Closed
VP
3090
Verum Partners
North Carolina
-$232K -695 Closed
SC
3091
Stance Capital
Massachusetts
-$232K -695 Closed
JBA
3092
Johnson Bixby & Associates
Washington
-$232K -694 Closed
RWM
3093
RKL Wealth Management
Pennsylvania
-$232K -693 Closed
RIM
3094
Rockbridge Investment Management
New York
-$231K -690 Closed
CCM
3095
Chiron Capital Management
Florida
-$231K -690 Closed
EPA
3096
Element Pointe Advisors
Florida
-$230K -687 Closed
CMS
3097
Capital Market Strategies
Florida
-$230K -687 Closed
TFF
3098
The Family Firm
Maryland
-$230K -686 Closed
TFG
3099
Taylor Financial Group
Virginia
-$229K -685 Closed
VIA
3100
Victrix Investment Advisors
Florida
-$228K -683 Closed