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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 %
RTL
2701
Red Tortoise LLC
Georgia
$87.7K +$58K +213 +195%
AAG
2702
Armstrong Advisory Group
Massachusetts
$87K -$6.55K -24 -7%
RFG
2703
REAP Financial Group
Texas
$85.6K +$32.2K +118 +60%
EPAM
2704
Evelyn Partners Asset Management
$85.4K +$56.4K +207 +195%
MLA
2705
MB, Levis & Associates
Pennsylvania
$84.8K
SSG
2706
Summit Securities Group
New York
$84.3K +$84.3K +309 New
UIA
2707
Ulland Investment Advisors
Minnesota
$84K
HFS
2708
Horizon Financial Services
North Carolina
$81.8K
WA
2709
WPG Advisers
Maryland
$81.5K -$50.4K -185 -38%
PWMG
2710
Prestige Wealth Management Group
New Jersey
$79.7K
MHR
2711
Matthew Hamilton Rosenberg
$79.6K -$11.2K -41 -12%
PSFG
2712
Park Square Financial Group
Georgia
$78K -$85.4K -313 -52%
SHIM
2713
Stone House Investment Management
Pennsylvania
$77.7K -$41.4K -152 -35%
NCM
2714
Northwest Capital Management
Oregon
$77.2K
CTA
2715
Colonial Trust Advisors
South Carolina
$76.9K -$14.7K -54 -16%
BI
2716
Binnacle Investments
Iowa
$75.5K +$4.36K +16 +6%
MS
2717
Marshall & Sullivan
Washington
$75K +$75K +275 New
CBT
2718
Crews Bank & Trust
Florida
$73.9K
USB
2719
Union Savings Bank
Connecticut
$71.6K
PWM
2720
Proathlete Wealth Management
Florida
$71.4K
RA
2721
Rational Advisors
New York
$68.7K +$68.7K +252 New
VEA
2722
Virtus ETF Advisers
New York
$67.6K
PCFFS
2723
Pacific Center for Financial Services
California
$63K
BONH
2724
Bank of New Hampshire
New Hampshire
$62.7K -$21.8K -80 -26%
CFS
2725
CGC Financial Services
Oregon
$60.8K