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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 %
DFA
2676
DHJJ Financial Advisors
Illinois
$110K +$110K +403 New
KIG
2677
Kessler Investment Group
Indiana
$109K
FDCP
2678
Foster Dykema Cabot & Partners
Massachusetts
$109K
EPW
2679
Evergreen Private Wealth
Colorado
$108K +$3K +11 +3%
PWA
2680
Provenance Wealth Advisors
Florida
$106K +$67.4K +247 +175%
PWMG
2681
Private Wealth Management Group
New Jersey
$105K +$1.91K +7 +2%
CPG
2682
Cornerstone Planning Group
New Jersey
$104K -$60.4K -244 -37%
BBPWM
2683
Blue Bell Private Wealth Management
Pennsylvania
$104K +$16.1K +59 +18%
AWM
2684
Activest Wealth Management
Florida
$104K -$94K -345 -47%
FIM
2685
FWL Investment Management
Texas
$104K -$11.5K -42 -10%
FDW
2686
Fourth Dimension Wealth
Ohio
$103K -$29.7K -109 -22%
BL
2687
BFSG LLC
California
$98.7K -$937K -3,436 -90%
WSC
2688
Wellington Shields & Co
New York
$98.4K -$132K -485 -57%
BGAI
2689
Bruce G. Allen Investments
Colorado
$98.4K +$40.9K +150 +71%
PWA
2690
Physician Wealth Advisors
Utah
$97.6K +$24.5K +90 +34%
CWM
2691
Consultiva Wealth Management
Puerto Rico
$95.7K
FPB
2692
First PREMIER Bank
South Dakota
$95K +$23.2K +85 +32%
CAM
2693
Creekmur Asset Management
Illinois
$90.8K +$30.3K +111 +50%
SAM
2694
Sherman Asset Management
California
$90.8K
NEWAS
2695
N.E.W. Advisory Services
Wisconsin
$90.4K +$40.7K +149 +82%
ECM
2696
Estabrook Capital Management
New York
$90.3K
VC
2697
Vestor Capital
Illinois
$90K +$56.7K +1,310 +170%
LFASL
2698
Lugano Financial Advisors SA (LFA)
Switzerland
$90K +$43.1K +158 +92%
FP
2699
Financial Perspectives
Minnesota
$89.3K
FAM
2700
Flaharty Asset Management
Florida
$88.4K +$77.4K +284 +710%