CRM icon

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 %
RAS
2601
RPS Advisory Solutions
Kentucky
$209K -$4.09K -15 -2%
MSS
2602
Mitchell Sinkler & Starr
Pennsylvania
$209K
MAG
2603
M3 Advisory Group
Massachusetts
$208K -$102K -374 -33%
EB
2604
Exchange Bank
California
$208K
CFA
2605
Cahill Financial Advisors
Minnesota
$208K -$17.7K -65 -8%
TA
2606
TruWealth Advisors
Louisiana
$208K +$208K +763 New
UWM
2607
USAdvisors Wealth Management
Minnesota
$208K -$111K -408 -35%
WN
2608
Williams & Novak
California
$207K +$207K +760 New
RCM
2609
Raleigh Capital Management
North Carolina
$207K -$318K -1,166 -61%
TCM
2610
Tufton Capital Management
Maryland
$207K -$4.09K -15 -2%
SA
2611
Strategic Advocates
Utah
$207K +$207K +757 New
TFA
2612
Tranquilli Financial Advisor
New Jersey
$206K +$206K +756 New
GKIM
2613
GW&K Investment Management
Massachusetts
$206K +$53.8K +197 +35%
AFG
2614
ABLE Financial Group
Arizona
$206K +$206K +755 New
T
2615
Transce3nd
Texas
$206K -$63.2K -232 -24%
SLT
2616
St Louis Trust
Missouri
$205K
CCM
2617
Chiron Capital Management
Florida
$205K +$205K +753 New
DG
2618
DMC Group
Alabama
$205K +$205K +752 New
OFW
2619
Omnia Family Wealth
Florida
$205K -$108K -396 -35%
IA
2620
Intellus Advisors
Florida
$205K
AWM
2621
Abound Wealth Management
Tennessee
$204K -$3.27K -12 -2%
GA
2622
GoalVest Advisory
New York
$204K +$22.4K +82 +12%
GIA
2623
Guyasuta Investment Advisors
Pennsylvania
$204K +$204K +749 New
WDL
2624
Well Done LLC
Michigan
$203K -$82.8K -304 -29%
GWM
2625
GSB Wealth Management
Connecticut
$203K +$203K +746 New