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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 %
AIM
2801
Access Investment Management
Georgia
$24.3K +$24.3K +89 New
TWD
2802
True Wealth Design
Ohio
$23.6K +$8.41K +31 +55%
DPW
2803
DiNuzzo Private Wealth
Pennsylvania
$23.5K
PC
2804
Promus Capital
Illinois
$23.5K
RTC
2805
Riverview Trust Company
Washington
$23.2K -$182K -666 -89%
SC
2806
Steph & Co
Wisconsin
$22.9K
RFA
2807
Reyes Financial Architecture
California
$22.1K -$277K -1,015 -93%
AWM
2808
Accredited Wealth Management
Kentucky
$21.8K
GWM
2809
Gitterman Wealth Management
New Jersey
$21.5K +$21.5K +79 New
OLVIG
2810
Oliver Lagore Vanvalin Investment Group
Michigan
$21.5K +$21.5K +80 New
LWMI
2811
Legacy Wealth Management (Idaho)
Idaho
$21.3K -$1.09K -4 -5%
LIS
2812
Legacy Investment Solutions
Idaho
$21.3K +$21.3K +78 New
DMKJ
2813
David M. Knott Jr
$21K
VWA
2814
Valued Wealth Advisors
Utah
$19.4K -$547 -2 -3%
BAM
2815
Bellevue Asset Management
Washington
$19.1K
DI
2816
DAGCO Inc
Ohio
$18.5K
RAM
2817
Riggs Asset Management
Pennsylvania
$18K +$12.3K +45 +214%
TIM
2818
Tortoise Investment Management
New York
$17.7K +$9.27K +34 +110%
TFA
2819
Transamerica Financial Advisors
Florida
$17.2K -$3.5M -12,861 -100%
TVWM
2820
Tower View Wealth Management
Wisconsin
$16.5K
ICM
2821
Islay Capital Management
Texas
$16.4K -$6.82K -25 -29%
MBFW
2822
Morton Brown Family Wealth
Pennsylvania
$16.4K
PP
2823
PFS Partners
New Jersey
$15.9K
DWM
2824
Dogwood Wealth Management
Kansas
$15.6K -$682K -2,494 -98%
MAS
2825
MPWM Advisory Solutions
Georgia
$15.6K