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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 %
BPW
1951
Bingham Private Wealth
California
$613K +$18.5K +69 +3%
AF
1952
Apollon Financial
South Carolina
$612K +$16.1K +60 +3%
PWM
1953
Prosperity Wealth Management
California
$611K +$77.8K +290 +15%
1CP
1954
17 Capital Partners
Arizona
$611K +$6.71K +25 +1%
BFG
1955
Berger Financial Group
Minnesota
$610K +$7.52K +28 +1%
NFA
1956
Northwest Financial Advisors
Virginia
$609K +$75.7K +282 +14%
3IP
1957
3Chopt Investment Partners
Virginia
$609K +$609K +2,270 New
IA
1958
IFG Advisory
Georgia
$608K -$1.07K -4 -0.2%
CSA
1959
Cornerstone Select Advisors
Missouri
$607K +$145K +541 +31%
BW
1960
BXM Wealth
Colorado
$606K +$306K +1,143 +102%
NC
1961
Napatree Capital
Rhode Island
$605K +$197K +735 +48%
VIM
1962
Vista Investment Management
Pennsylvania
$604K -$80.2K -299 -12%
MG
1963
McHugh Group
Ohio
$604K +$53.7K +200 +10%
CWM
1964
Centurion Wealth Management
Virginia
$599K
FSA
1965
Fort Sheridan Advisors
Illinois
$598K +$161K +601 +37%
CA
1966
Crumly & Associates
Illinois
$598K +$13.7K +51 +2%
BWM
1967
BankPlus Wealth Management
Mississippi
$596K +$7.52K +28 +1%
RIP
1968
RAM Investment Partners
Washington
$595K -$22.3K -83 -4%
VCA
1969
Verdence Capital Advisors
Maryland
$595K +$22.3K +83 +4%
JSL
1970
JT Stratford LLC
Georgia
$594K -$80.5K -300 -12%
FA
1971
Fedenia Advisers
Wisconsin
$592K +$237K +885 +67%
WCFA
1972
Walkner Condon Financial Advisors
Wisconsin
$590K +$18K +67 +3%
FA
1973
Fermata Advisors
California
$590K +$275K +1,025 +87%
SL
1974
SFM LLC
New Hampshire
$590K +$34.6K +129 +6%
PP
1975
Patron Partners
Texas
$589K +$68.7K +256 +13%