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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 %
MSG
2776
Main Street Group
Virginia
$31.9K -$13.6K -50 -30%
KSWA
2777
Kathleen S. Wright Associates
Pennsylvania
$31.9K
CJH
2778
Christopher J. Hasenberg
Wisconsin
$31.6K +$25.1K +92 +383%
TCM
2779
TD Capital Management
Tennessee
$30.6K +$23.5K +86 +331%
BC
2780
Barrett & Company
Rhode Island
$30K
1IA
2781
1620 Investment Advisors
Massachusetts
$29.9K -$274 -1 -0.9%
HHGA
2782
Halbert Hargrove Global Advisors
California
$29.5K -$6.01K -22 -17%
AP
2783
Aspect Partners
Virginia
$29.5K -$3K -11 -9%
GFL
2784
Granite FO LLC
New Hampshire
$28.1K
AW
2785
Avion Wealth
Texas
$28K -$24.3K -91 -46%
EWM
2786
Evolution Wealth Management
Florida
$27.4K +$27.4K +101 New
CWM
2787
Crowley Wealth Management
Delaware
$27.3K
TC
2788
Tacita Capital
Ontario, Canada
$27.3K
APW
2789
Atlantic Private Wealth
North Carolina
$27.3K
CMA
2790
Cedar Mountain Advisors
Oregon
$27.1K
SRCM
2791
Signature Resources Capital Management
California
$26.6K +$272 +1 +1%
OA
2792
Operose Advisors
Wisconsin
$26.2K
CTWM
2793
Cherry Tree Wealth Management
Minnesota
$25.9K -$2.73K -10 -10%
RA
2794
RiverPark Advisors
New York
$25.6K +$545 +2 +2%
FWM
2795
FSA Wealth Management
Massachusetts
$25.5K +$271 +1 +1%
SIS
2796
Strategic Investment Solutions
Illinois
$25.4K -$2.18K -8 -8%
API
2797
Asset Planning Inc
California
$25.4K
PPA
2798
Painted Porch Advisors
California
$24.5K +$17.7K +65 +260%
TCM
2799
Tradewinds Capital Management
Washington
$24.3K
CFS
2800
Compass Financial Services
Iowa
$24.3K