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Salesforce

2,904 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, 1,371 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,904
Holders Change
-6
Holders Change %
-0.21%
% 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
1,371
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 %
PWA
2576
Prairie Wealth Advisors
Nebraska
$218K +$2.73K +10 +1%
RRA
2577
Round Rock Advisors
Connecticut
$218K -$4.64K -17 -2%
AIM
2578
Alhambra Investment Management
Florida
$217K +$217K +796 New
WAM
2579
Weatherly Asset Management
California
$217K +$4.64K +17 +2%
CGA
2580
Crescent Grove Advisors
Illinois
$217K -$1.91K -7 -0.9%
HCM
2581
HMS Capital Management
Tennessee
$217K +$217K +794 New
BMM
2582
Berkshire Money Management
Massachusetts
$216K -$42.3K -155 -16%
MSWM
2583
Mowery & Schoenfeld Wealth Management
Illinois
$216K -$5.18K -19 -2%
BH
2584
Burk Holdings
Oklahoma
$216K -$302K -1,108 -58%
WPA
2585
West Paces Advisors
Georgia
$216K +$17.7K +65 +9%
CHC
2586
City Holding Co
West Virginia
$216K +$105K +386 +95%
GWP
2587
Gateway Wealth Partners
Wisconsin
$215K +$215K +789 New
TA
2588
Teramo Advisors
Florida
$214K
SPI
2589
Sutton Place Investors
New York
$214K +$214K +786 New
SFS
2590
Stiles Financial Services
Minnesota
$214K -$13.9K -51 -6%
ACC
2591
Acorn Creek Capital
Colorado
$213K -$10.4K -38 -5%
KSWWM
2592
Keyes Stange & Wooten Wealth Management
Florida
$213K -$5.45K -20 -2%
CAM
2593
Clark Asset Management
New Hampshire
$213K +$4.91K +18 +2%
AWM
2594
Atticus Wealth Management
Florida
$212K +$209K +766 +5,892%
CM
2595
Capula Management
Cayman Islands
$212K -$969K -3,554 -82%
HWM
2596
Hemington Wealth Management
Virginia
$212K -$11.4K -42 -5%
PMG
2597
Private Management Group
California
$212K +$212K +777 New
CG
2598
CFO4Life Group
Texas
$211K -$25.1K -92 -11%
LFG
2599
Lockerman Financial Group
California
$210K -$6.82K -25 -3%
QFA
2600
Quantum Financial Advisors
California
$209K