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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 %
TSWM
2051
Tyler-Stone Wealth Management
Ohio
$519K +$126K +468 +32%
UWP
2052
Uniting Wealth Partners
Kansas
$519K +$12.3K +46 +2%
GSWM
2053
Golden State Wealth Management
California
$518K +$99.3K +370 +24%
SCI
2054
Silver Coast Investments
United States
$517K +$22K +82 +4%
AWAP
2055
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K +$268 +1 +0.1%
VCM
2056
Versant Capital Management
Arizona
$517K +$119K +444 +30%
BCG
2057
Breakwater Capital Group
New Jersey
$517K +$288K +1,074 +126%
RCM
2058
Raleigh Capital Management
North Carolina
$517K -$118K -441 -19%
IRC
2059
Investors Research Corp
Georgia
$515K -$61.5K -229 -11%
MPM
2060
Meritage Portfolio Management
Kansas
$515K -$5.02M -18,691 -91%
HWM
2061
Howard Wealth Management
Connecticut
$515K -$1.34K -5 -0.3%
BGA
2062
Battery Global Advisors
Massachusetts
$514K
PCM
2063
Poehling Capital Management
Wisconsin
$514K
SMC
2064
Smith, Moore & Co
Missouri
$512K +$75.4K +281 +17%
ISWM
2065
Independent Solutions Wealth Management
New York
$512K -$38.1K -142 -7%
TWP
2066
Tyche Wealth Partners
Texas
$512K -$30.1K -112 -6%
TW
2067
Traveka Wealth
California
$512K -$105K -390 -17%
IEFM
2068
IQ EQ Fund Management
Ireland
$511K +$511K +1,906 New
FLP
2069
Financial Life Planners
Arizona
$510K -$1.07K -4 -0.2%
BH
2070
Burk Holdings
Oklahoma
$510K +$510K +1,899 New
SC
2071
SummitTX Capital
Texas
$508K +$508K +1,894 New
JWM
2072
Jeppson Wealth Management
California
$507K +$8.05K +30 +2%
CFO
2073
CVA Family Office
Colorado
$506K +$21.7K +81 +4%
BOPW
2074
Brandywine Oak Private Wealth
Pennsylvania
$505K +$1.34K +5 +0.3%
JWCA
2075
J.W. Coons Advisors
Ohio
$504K +$68.4K +255 +16%