CRM icon

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 %
KFA
1926
Kapstone Financial Advisors
Ohio
$646K
MSA
1927
Marino Stram & Associates
Massachusetts
$645K +$39.2K +146 +6%
LA
1928
LVW Advisors
New York
$643K +$94.7K +353 +17%
RPWA
1929
Regent Peak Wealth Advisors
Georgia
$641K -$15.3K -57 -2%
GCP
1930
Garda Capital Partners
Minnesota
$641K +$641K +2,387 New
XWM
1931
Xcel Wealth Management
Florida
$637K -$21.5K -80 -3%
DF
1932
Dunhill Financial
United Kingdom
$635K +$397K +1,479 +167%
AP
1933
Adero Partners
California
$631K -$167K -623 -21%
W
1934
WealthCollab
Washington
$630K -$140K -522 -18%
KOC
1935
Koss-Olinger Consulting
Florida
$629K +$629K +2,343 New
ECA
1936
Elevated Capital Advisors
Utah
$626K -$37K -138 -6%
AIA
1937
AssuredPartners Investment Advisors
Florida
$625K +$16.9K +63 +3%
FZCM
1938
Flynn Zito Capital Management
New York
$625K -$302K -1,125 -33%
RZH
1939
Relyea Zuckerberg Hanson
Connecticut
$624K -$2.95K -11 -0.5%
MFG
1940
Mainsail Financial Group
Washington
$624K +$223K +830 +56%
NPA
1941
Nichols & Pratt Advisers
Massachusetts
$621K -$118K -440 -16%
MIFH
1942
Migdal Insurance & Financial Holdings
Israel
$621K -$1.35K -5 -0.2%
CCAM
1943
Cascades Capital Asset Management
North Carolina
$618K +$268 +1 +0%
PWMAG
1944
Pinnacle Wealth Management Advisory Group
New Jersey
$618K +$31.4K +117 +5%
RPSA
1945
Richard P. Slaughter Associates
Texas
$618K +$618K +2,302 New
PA
1946
Parkside Advisors
California
$617K
AP
1947
Appleton Partners
Massachusetts
$616K -$11K -41 -2%
WWM
1948
Whalen Wealth Management
Nevada
$616K +$252K +940 +69%
CIM
1949
CIM Investment Management
Pennsylvania
$615K -$537 -2 -0.1%
AWE
1950
Avidian Wealth Enterprises
Texas
$614K -$65.5K -244 -10%