CRM icon

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 %
TF
2651
Tompkins Financial
New York
$156K
CL
2652
CSS LLC
Illinois
$153K -$92.7K -340 -38%
T
2653
Tableaux
Massachusetts
$151K +$151K +150,000 New
JWA
2654
JFS Wealth Advisors
Pennsylvania
$150K +$12K +44 +9%
PWAM
2655
Private Wealth Asset Management
Iowa
$149K -$13.9K -51 -9%
BDL
2656
Banque de Luxembourg
Luxembourg
$148K
PW
2657
Pandora Wealth
Illinois
$145K -$55.6K -204 -28%
OC
2658
Oakworth Capital
Alabama
$142K +$15.3K +56 +12%
MWM
2659
Mascoma Wealth Management
New Hampshire
$141K
OIA
2660
Optimum Investment Advisors
Illinois
$136K
DMBA
2661
Deseret Mutual Benefit Administrators
Utah
$133K
PCTC
2662
Perkins Coie Trust Company
Washington
$132K -$545 -2 -0.4%
VFM
2663
Vision Financial Markets
Connecticut
$130K
BIA
2664
Bell Investment Advisors
California
$130K +$4.09K +15 +3%
AT
2665
Arlington Trust
Alabama
$129K -$9K -33 -7%
CSC
2666
Caldwell Sutter Capital
California
$128K
FFA
2667
Frazier Financial Advisors
Ohio
$127K +$3.82K +14 +3%
FCG
2668
Financial Connections Group
California
$126K +$54.4K +200 +76%
BHWM
2669
Beaird Harris Wealth Management
Texas
$119K +$13.4K +49 +13%
NC
2670
NewSquare Capital
Pennsylvania
$116K +$40.9K +150 +54%
IHWM
2671
Iron Horse Wealth Management
Iowa
$115K +$272 +1 +0.2%
TIM
2672
Total Investment Management
Arizona
$115K +$115K +423 New
OAJ
2673
Ogorek Anthony Joseph
New York
$115K -$5.45K -20 -5%
FMP
2674
Financial Management Professionals
Texas
$112K -$7.93K -29 -7%
AP
2675
Atwood & Palmer
Missouri
$111K