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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 %
JF
2176
JSF Financial
California
$423K +$1.34K +5 +0.3%
WAM
2177
Wakefield Asset Management
Colorado
$423K +$423K +1,575 New
ACM
2178
Andina Capital Management
Utah
$422K +$422K +1,574 New
BBL
2179
Beck Bode LLC
Massachusetts
$421K -$88.8K -331 -17%
RIP
2180
Reliant Investment Partners
North Carolina
$420K -$6.71K -25 -2%
GCS
2181
Gordian Capital (Singapore)
Singapore
$420K +$121K +450 +40%
DA
2182
Drake & Associates
Wisconsin
$418K +$26.3K +98 +7%
TCM
2183
Traynor Capital Management
Pennsylvania
$418K +$42.1K +157 +11%
KIG
2184
Kennedy Investment Group
New Jersey
$418K +$165K +615 +65%
JC
2185
JB Capital
Connecticut
$417K +$3.49K +13 +0.8%
STA
2186
Smith Thornton Advisors
Alabama
$417K +$25K +93 +6%
TCM
2187
Telos Capital Management
California
$417K -$63.1K -235 -13%
HA
2188
Herold Advisors
New York
$416K +$416K +1,550 New
DWA
2189
Dougherty Wealth Advisers
Minnesota
$416K
BFA
2190
Brown Financial Advisors
Ohio
$415K +$55.3K +206 +15%
CCA
2191
Cobblestone Capital Advisors
New York
$414K +$25K +93 +6%
KWM
2192
Kingsman Wealth Management
Florida
$414K +$414K +1,543 New
CPWM
2193
Cypress Point Wealth Management
Texas
$414K
HFS
2194
Howard Financial Services
Texas
$414K +$33.5K +125 +9%
AC
2195
ASB Consultores
Florida
$413K -$155K -576 -27%
SCA
2196
Sandy Cove Advisors
Massachusetts
$413K +$24.1K +90 +6%
PWMG
2197
Pioneer Wealth Management Group
Texas
$412K +$412K +1,535 New
CL
2198
CVFG LLC
Indiana
$411K +$32.7K +122 +9%
BCM
2199
BluePointe Capital Management
California
$411K +$125K +465 +44%
MPCA
2200
Madison Park Capital Advisors
Washington
$411K +$8.05K +30 +2%