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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 %
USWIA
2626
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K +$203K +745 New
GSIS
2627
Global Strategic Investment Solutions
Arizona
$203K +$203K +744 New
NIP
2628
Nicholas Investment Partners
California
$203K +$203K +743 New
VHAM
2629
Van Hulzen Asset Management
California
$202K +$202K +742 New
1WM
2630
1900 Wealth Management
Texas
$202K -$92.5K -339 -31%
PSF
2631
Pacific Sun Financial
California
$202K -$4.09K -15 -2%
AM
2632
Account Management
Massachusetts
$202K +$202K +740 New
LFS
2633
Legacy Financial Strategies
Kansas
$202K +$202K +740 New
SIAP
2634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$201K +739 New
AC
2635
Avory & Company
Florida
$201K -$3.82K -14 -2%
AWG
2636
Altus Wealth Group
Colorado
$201K -$18.3K -67 -8%
MWS
2637
MFA Wealth Services
California
$200K +$200K +734 New
VCP
2638
Vista Capital Partners
Oregon
$200K -$9.54K -35 -5%
AF
2639
Affiance Financial
Minnesota
$200K +$200K +734 New
FRA
2640
Front Row Advisors
California
$197K -$21.8K -80 -10%
HFS
2641
Hughes Financial Services
Virginia
$194K +$4.49K +18 +2%
C
2642
Covestor
United Kingdom
$193K -$54.1K -198 -22%
BCM
2643
Blume Capital Management
California
$185K -$1.09K -4 -0.6%
NWM
2644
Nova Wealth Management
Florida
$182K +$8.73K +32 +5%
FCAS
2645
First Command Advisory Services
Texas
$179K +$23.2K +85 +15%
LC
2646
L1 Capital
Australia
$177K +$177K +648 New
BCPWM
2647
Bradley & Co Private Wealth Management
Florida
$169K +$30.5K +112 +22%
BOJHT
2648
Bank of Jackson Hole Trust
Wyoming
$167K -$3K -11 -2%
HDIM
2649
Hanson & Doremus Investment Management
Vermont
$166K +$10.7K +39 +7%
TF
2650
Tompkins Financial
New York
$156K