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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 %
LWM
2026
Latko Wealth Management
Illinois
$538K +$537 +2 +0.1%
BIG
2027
Brookwood Investment Group
Arizona
$537K +$537K +2,002 New
CP
2028
Covenant Partners
Tennessee
$537K -$24.7K -92 -4%
GTAM
2029
Global Trust Asset Management
Florida
$537K -$96.7K -360 -15%
AIMC
2030
Alley Investment Management Company
Illinois
$537K
GMF
2031
Grace & Mercy Foundation
New York
$537K
CI
2032
Corient IA
Florida
$537K +$537K +2,000 New
WAG
2033
Winthrop Advisory Group
Massachusetts
$537K +$13.4K +50 +3%
CPWA
2034
Cerro Pacific Wealth Advisors
California
$535K +$3.01K +9 +0.6%
EA
2035
Everpar Advisors
Oklahoma
$534K +$8.86K +33 +2%
SPWG
2036
Sage Private Wealth Group
Illinois
$532K +$30.1K +112 +6%
KIC
2037
Kensington Investment Counsel
California
$529K
FWM
2038
Focused Wealth Management
New York
$529K -$5.9K -22 -1%
PWM
2039
Pines Wealth Management
North Carolina
$529K +$1.22K +5 +0.2%
FFA
2040
Fi3 Financial Advisors
Indiana
$528K -$21.2K -79 -4%
ORI
2041
Oak Ridge Investments
Illinois
$527K -$22K -82 -4%
CFD
2042
Creative Financial Designs
Indiana
$526K +$143K +532 +37%
WF
2043
Wayfinding Financial
Washington
$526K +$50.7K +189 +11%
PA
2044
Persium Advisors
Georgia
$524K +$36K +134 +7%
NRC
2045
New Republic Capital
North Carolina
$524K +$805 +3 +0.2%
MAM
2046
Milestone Asset Management
Pennsylvania
$524K -$528K -1,969 -50%
RWP
2047
Revolve Wealth Partners
New Jersey
$522K +$31.9K +119 +7%
KW
2048
KWB Wealth
California
$522K +$31.1K +93 +6%
CNBTD
2049
Citizens National Bank Trust Department
Mississippi
$521K +$4.83K +18 +0.9%
BCP
2050
Blackhawk Capital Partners
Wisconsin
$521K -$30.1K -112 -5%