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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 %
CCWM
1751
Correct Capital Wealth Management
Missouri
$910K +$36.2K +135 +4%
PA
1752
Prossimo Advisors
California
$908K +$4.3K +16 +0.5%
GSIAS
1753
Garden State Investment Advisory Services
New Jersey
$903K +$9.14K +34 +1%
PSP
1754
Principal Street Partners
Tennessee
$899K +$7.25K +27 +0.8%
PA
1755
Probity Advisors
Texas
$897K +$25.5K +95 +3%
SCA
1756
STALEY CAPITAL ADVISERS
Pennsylvania
$897K +$10.2K +38 +1%
MMG
1757
Monetary Management Group
Missouri
$896K +$26.8K +100 +3%
TPW
1758
Talon Private Wealth
Florida
$892K +$121K +451 +16%
TGAM
1759
TBH Global Asset Management
Tennessee
$889K +$13.7K +51 +2%
CIG
1760
Cascade Investment Group
Colorado
$886K +$115K +428 +15%
GAG
1761
Goodman Advisory Group
Massachusetts
$886K +$886K +3,301 New
TA
1762
TFG Advisers
Michigan
$879K +$9.66K +36 +1%
EAM
1763
Empirical Asset Management
Massachusetts
$876K -$10.4M -38,783 -92%
RCA
1764
Roberts Capital Advisors
Colorado
$875K
SA
1765
Sovran Advisors
California
$872K +$143K +580 +20%
MMPW
1766
Mitchell McLeod Pugh & Williams
Alabama
$871K +$180K +672 +26%
PGWM
1767
Parisi Gray Wealth Management
New Jersey
$870K +$491K +1,828 +129%
XF
1768
XML Financial
Maryland
$869K -$66K -246 -7%
DW30
1769
Drucker Wealth 3.0
New Jersey
$869K -$194K -724 -18%
SAM
1770
Strive Asset Management
Ohio
$867K -$132K -492 -13%
MIC
1771
Meridian Investment Counsel
California
$867K
TWM
1772
Trueblood Wealth Management
Ohio
$866K +$142K +530 +20%
DJYG
1773
David J. Yvars Group
Florida
$865K -$38.9K -145 -4%
RWM
1774
Riverbend Wealth Management
South Carolina
$865K +$89.1K +332 +11%
FWP
1775
Forefront Wealth Partners
Texas
$864K +$38.1K +142 +5%