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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 %
EWP
2751
Elevation Wealth Partners
California
$45K
CI
2752
Clal Insurance
Israel
$45K +$25K +91 +125%
MG
2753
MilWealth Group
Wisconsin
$45K
FNWA
2754
Financial Network Wealth Advisors
Utah
$45K +$3K +11 +7%
POIA
2755
Pin Oak Investment Advisors
Texas
$44K -$3.17M -12,040 -99%
GK
2756
Graney & King
New York
$44K
SO
2757
Sierra Ocean
California
$43.9K -$12K -44 -21%
RWS
2758
Retirement Wealth Solutions
Wisconsin
$43K -$11.2K -41 -21%
KG
2759
Kilter Group
New York
$41.7K +$41.7K +153 New
DRP
2760
Decker Retirement Planning
Utah
$40.9K +$30.3K +111 +285%
WAM
2761
WFA Asset Management
Wisconsin
$40.7K -$62.3K -242 -61%
BSC
2762
Brown Shipley & Co
United Kingdom
$39.5K +$39.5K +145 New
PP
2763
Pacifica Partners
Canada
$39.4K
GJIA
2764
Glass Jacobson Investment Advisors
Maryland
$38.2K
MA
2765
MCF Advisors
Kentucky
$37.7K +$12K +44 +47%
PK
2766
Pflug Koory
Nebraska
$37.6K
VWA
2767
VSM Wealth Advisory
Maryland
$36.8K
CIAS
2768
CBIZ Investment Advisory Services
Ohio
$36.3K +$5.73K +21 +19%
IWP
2769
IAG Wealth Partners
Wisconsin
$35.5K -$5.45K -20 -13%
CIR
2770
Clear Investment Research
Georgia
$35.3K +$274 +1 +0.8%
CTB
2771
Country Trust Bank
Illinois
$35.2K +$30.5K +112 +659%
QWM
2772
Quaker Wealth Management
New Jersey
$34.4K +$34.4K +126 New
MPW
2773
MASECO Private Wealth
$34.2K +$34.2K +125 New
SAS
2774
Spurstone Advisory Services
Connecticut
$34.1K +$34.1K +125 New
WTFG
2775
Wood Tarver Financial Group
Idaho
$32K