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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 %
BWA
2276
Bestgate Wealth Advisors
Maryland
$354K
WP
2277
Westmount Partners
California
$353K +$70.3K +262 +25%
CWMS
2278
Cannon Wealth Management Services
North Carolina
$353K -$28.1K -101 -7%
FIA
2279
FNY Investment Advisers
New York
$352K +$352K +1,312 New
WDL
2280
Well Done LLC
Michigan
$351K +$7.36K +22 +2%
CCM
2281
Consolidated Capital Management
California
$351K -$55.3K -206 -14%
FH
2282
FWG Holdings
Florida
$350K +$350K +1,309 New
PA
2283
Planning Alternatives
Michigan
$350K +$350K +1,304 New
TWP
2284
Tempus Wealth Planning
California
$350K
CWP
2285
Curated Wealth Partners
California
$349K +$96.1K +358 +38%
CIP
2286
Convergence Investment Partners
Florida
$347K -$85.6K -319 -20%
JWM
2287
JGP Wealth Management
Oregon
$346K +$46.2K +172 +15%
DWA
2288
Delap Wealth Advisory
Oregon
$345K -$13.7K -51 -4%
GCA
2289
Gradient Capital Advisors
California
$344K +$8.59K +32 +3%
IP
2290
Intellectus Partners
California
$344K
APG
2291
Abacus Planning Group
South Carolina
$342K +$60.6K +226 +22%
LBC
2292
Leigh Baldwin & Co
New York
$341K
CAS
2293
Coppell Advisory Solutions
Texas
$341K -$562K -2,098 -62%
KPWG
2294
KFA Private Wealth Group
Virginia
$341K +$341K +1,269 New
WKSWA
2295
White Knight Strategic Wealth Advisors
New Jersey
$340K -$385K -1,436 -53%
SCM
2296
Sitrin Capital Management
California
$340K
PAG
2297
Powers Advisory Group
Illinois
$339K +$268 +1 +0.1%
CCFM
2298
Clear Creek Financial Management
Washington
$339K +$47K +175 +16%
NWWA
2299
New Wave Wealth Advisors
Arkansas
$338K +$65.7K +245 +24%
FOA
2300
Five Oceans Advisors
California
$337K -$805 -3 -0.2%