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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 %
TCM
1876
Tandem Capital Management
New Jersey
$707K +$143K +534 +25%
TSW
1877
Three Seasons Wealth
Utah
$703K
WHC
1878
Wulff, Hansen & Co
California
$702K +$424K +1,580 +153%
SIM
1879
Sentry Investment Management
Wisconsin
$700K +$122K +500 +21%
KFI
1880
Key Financial Inc
Pennsylvania
$698K +$8.05K +30 +1%
LWP
1881
LeClair Wealth Partners
Ohio
$697K -$14.2K -53 -2%
GFP
1882
Gryphon Financial Partners
Ohio
$696K +$33.8K +126 +5%
EWM
1883
Evermay Wealth Management
Virginia
$695K -$5.37K -20 -0.8%
RFP
1884
Root Financial Partners
California
$695K +$68.2K +254 +11%
MC
1885
Machina Capital
France
$693K +$212K +790 +44%
CCT
1886
Chemung Canal Trust
New York
$692K -$31.7K -118 -4%
FFO
1887
Fortitude Family Office
Arizona
$690K -$8.59K -32 -1%
B
1888
Bellecapital
Switzerland
$689K +$336K +1,253 +95%
YP
1889
YANKCOM Partnership
South Dakota
$688K +$9.39K +35 +1%
CWG
1890
Cornerstone Wealth Group
North Carolina
$688K -$43.5K -162 -6%
WHCI
1891
W.H. Cornerstone Investments
Massachusetts
$686K +$309K +1,150 +82%
BWG
1892
Berry Wealth Group
Texas
$685K +$164K +611 +31%
DWM
1893
Dogwood Wealth Management
Kansas
$685K +$81.3K +303 +13%
CSPIA
1894
Cary Street Partners Investment Advisory
Virginia
$684K +$32.2K +120 +5%
VCM
1895
Virtue Capital Management
Tennessee
$684K +$75.1K +281 +12%
WJWM
1896
Williams Jones Wealth Management
New York
$683K +$9.93K +37 +1%
PWP
1897
Phillips Wealth Planners
Mississippi
$682K +$167K +655 +32%
CA
1898
Capital Advantage
California
$681K
AWAU
1899
Alliance Wealth Advisors (Utah)
Utah
$680K +$195K +728 +40%
RCA
1900
Runnymede Capital Advisors
Ohio
$679K -$6.98K -26 -1%