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Salesforce

2,905 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% of All Funds
38.93%
Holding in Top 10
54
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-29.87%
% of All Funds
0.72%
New
235
Increased
1,372
Reduced
1,029
Closed
186
Calls
$5.95B
Puts
$5.4B
Net Calls
+$548M
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Shares
Change %
RS
2476
Retirement Solution
Washington
$256K -$28.1K -103 -10%
LCM
2477
Lattice Capital Management
Washington
$256K
YIM
2478
Yoffe Investment Management
Pennsylvania
$255K +$273 +1 +0.1%
SWMP
2479
Signature Wealth Management Partners
New Jersey
$255K
BL
2480
Balentine LLC
Georgia
$255K +$255K +936 New
ACM
2481
AlphaStar Capital Management
North Carolina
$254K -$1.72M -6,295 -87%
Fiera Capital (Canada)
2482
Fiera Capital (Canada)
Quebec, Canada
$254K
MBI
2483
May Barnhard Investments
Maryland
$253K
IA
2484
Insight Advisors
Pennsylvania
$253K -$23.5K -86 -8%
TCWM
2485
Total Clarity Wealth Management
Illinois
$253K +$65.4K +240 +35%
COFSG
2486
Carbahal Olsen Financial Services Group
California
$252K
SIS
2487
Sound Income Strategies
Florida
$252K +$93.5K +343 +59%
EAM
2488
Evanson Asset Management
California
$251K +$27.5K +101 +12%
TCOO
2489
Trust Company of Oklahoma
Oklahoma
$251K +$251K +919 New
MSA
2490
McAlister Sweet & Associates
Texas
$250K -$30.8K -113 -11%
NBWM
2491
North Berkeley Wealth Management
California
$250K +$250K +917 New
MPM
2492
MBB Public Markets
Illinois
$250K -$57.3K -210 -19%
ZIC
2493
ZWJ Investment Counsel
Georgia
$250K -$12.3K -45 -5%
BPAMU
2494
BTG Pactual Asset Management US
New York
$249K -$216K -791 -46%
YWS
2495
Yarger Wealth Strategies
Ohio
$248K +$248K +911 New
TA
2496
Tactive Advisors
Florida
$248K +$248K +908 New
CCA
2497
Catalyst Capital Advisors
New York
$247K -$39.8K -146 -14%
PP
2498
Postrock Partners
Oregon
$247K
WA
2499
Westfuller Advisors
New York
$246K -$35K -128 -12%
AFM
2500
Armstrong Fleming & Moore
District of Columbia
$246K +$246K +901 New