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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
39.52%
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 %
OCM
1526
Orion Capital Management
California
$1.36M +$69.8K +260 +5%
HIM
1527
Hillsdale Investment Management
Ontario, Canada
$1.36M +$59K +220 +5%
AA
1528
Argent Advisors
Louisiana
$1.36M +$79.2K +295 +6%
MA
1529
MONECO Advisors
Connecticut
$1.36M +$135K +504 +11%
AWA
1530
Alta Wealth Advisors
Massachusetts
$1.36M
PMG
1531
ProVise Management Group
Florida
$1.36M -$28.4K -106 -2%
EWA
1532
Etesian Wealth Advisors
Oregon
$1.35M -$4.56K -17 -0.3%
MCM
1533
Moore Capital Management
New York
$1.35M -$15.6M -58,281 -92%
FC
1534
Fjell Capital
North Dakota
$1.35M +$76.7K +286 +6%
CWS
1535
Confluence Wealth Services
Pennsylvania
$1.35M +$808K +3,227 +150%
CWM
1536
Chemistry Wealth Management
New York
$1.34M -$11.8K -44 -0.9%
SC
1537
Sapient Capital
Indiana
$1.34M -$46.2K -172 -3%
CM
1538
CastleKnight Management
New York
$1.34M +$698K +2,600 +108%
OMG
1539
One Madison Group
New York
$1.34M +$1.34M +5,000 New
USPCM
1540
Union Square Park Capital Management
New York
$1.34M +$1.34M +5,000 New
MLL
1541
Moody Lynn & Lieberson
Massachusetts
$1.34M -$2.68K -10 -0.2%
AA
1542
Alta Advisers
United Kingdom
$1.33M +$483K +1,800 +57%
CCG
1543
Cypress Capital Group
Florida
$1.33M -$13.4K -50 -1%
JSW
1544
Journey Strategic Wealth
New Jersey
$1.33M +$341K +1,270 +35%
SQA
1545
Simon Quick Advisors
New Jersey
$1.33M +$192K +715 +17%
PBT
1546
Pictet Bank & Trust
Bahamas
$1.32M -$48.3K -180 -4%
V
1547
ViaWealth
Kansas
$1.32M -$48.6K -181 -4%
KI
1548
Keystone Investors
Singapore
$1.32M -$33.9M -126,429 -96%
IWA
1549
Invera Wealth Advisors
Oregon
$1.32M -$191K -713 -13%
NA
1550
Navellier & Associates
Nevada
$1.32M -$4.91K -18 -0.4%