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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 %
ME
2726
McIlrath & Eck
Washington
$59.6K +$1.91K +7 +3%
DAM
2727
Delta Asset Management
Tennessee
$59.2K
MIM
2728
MTM Investment Management
South Carolina
$58.6K +$58.6K +215 New
WA
2729
Whipplewood Advisors
Colorado
$57.3K -$203K -744 -78%
HHMI
2730
Howard Hughes Medical Institute
Maryland
$56.2K +$56.2K +206 New
AWM
2731
Ameliora Wealth Management
Switzerland
$55.9K +$1.36K +5 +3%
SC
2732
Swan Capital
Florida
$55.9K +$1.36K +5 +3%
T
2733
Tidemark
California
$55.6K +$6K +22 +12%
HFM
2734
Hartford Financial Management
Connecticut
$55.1K -$9K -33 -14%
BIM
2735
Breakwater Investment Management
Washington
$54.5K
GBA
2736
Garrison Bradford & Associates
New York
$54.5K
GIA
2737
GHP Investment Advisors
Colorado
$53K +$8.2K +30 +18%
CAC
2738
Core Alternative Capital
Georgia
$52.1K +$818 +3 +2%
RWM
2739
RMG Wealth Management
Wisconsin
$52K +$52K +200 New
MSWA
2740
Marshall & Sterling Wealth Advisors
New York
$51.9K -$4.59K -17 -8%
BTC
2741
Bank & Trust Company
Illinois
$51.8K
PMFA
2742
Plante Moran Financial Advisors
Michigan
$51.6K -$21.8K -80 -30%
CWM
2743
Cedar Wealth Management
California
$51K
KWM
2744
Kiker Wealth Management
Georgia
$50.7K -$9.82K -36 -16%
GCM
2745
Gables Capital Management
Florida
$49.4K +$17.7K +65 +56%
BA
2746
Bellwether Advisors
Nebraska
$49.1K +$32.5K +119 +195%
KPP
2747
Kings Path Partners
Texas
$48K
DCM
2748
Disciplina Capital Management
Tennessee
$47.5K
VWM
2749
Vermillion Wealth Management
Minnesota
$47K
TFG
2750
Team Financial Group
California
$46.4K +$46.4K +170 New