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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
38.94%
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 %
MPCL
2551
My Personal CFO LLC
Washington
$226K
CW
2552
Code Waechter
Florida
$226K +$226K +827 New
OP
2553
ORG Partners
Indiana
$225K -$38.1K -140 -14%
BAS
2554
Brueske Advisory Services
Washington
$225K +$1.91K +7 +0.9%
PA
2555
PSI Advisors
Florida
$225K -$54.3K -199 -19%
AAM
2556
Alphadyne Asset Management
New York
$225K +$225K +825 New
PFM
2557
Patton Fund Management
Texas
$224K +$224K +821 New
SWM
2558
Sagace Wealth Management
Florida
$224K +$224K +820 New
CGF
2559
Constant Guidance Financial
Massachusetts
$224K +$224K +820 New
HB
2560
Horizon Bancorp
Indiana
$223K -$17.7K -65 -7%
SN
2561
Sittner & Nelson
Oregon
$223K +$27.3K +100 +14%
BWM
2562
Blossom Wealth Management
California
$222K +$3.27K +12 +1%
NCTC
2563
New Covenant Trust Company
Indiana
$222K
BPC
2564
Bearing Point Capital
Minnesota
$221K +$221K +809 New
CAI
2565
Capital Advisors Inc
Oklahoma
$220K -$18K -66 -8%
OFO
2566
OneAscent Family Office
Alabama
$220K -$4.37K -16 -2%
SIA
2567
SkyView Investment Advisors
New Jersey
$220K +$220K +806 New
IIM
2568
InTrack Investment Management
Vermont
$220K -$638K -2,339 -74%
EFL
2569
ERn Financial LLC
Wisconsin
$219K +$1.36K +5 +0.6%
CCMW
2570
Cypress Capital Management (Wyoming)
Wyoming
$218K
AWF
2571
Alpha Wealth Funds
Utah
$218K +$218K +800 New
CIA
2572
Cladis Investment Advisory
Montana
$218K
SWM
2573
SilverOak Wealth Management
Minnesota
$218K +$218K +800 New
RWA
2574
Redhawk Wealth Advisors
Minnesota
$218K -$3.82K -14 -2%
VCP
2575
Verus Capital Partners
Arizona
$218K -$25.1K -92 -10%