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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 %
IWM
2826
IMG Wealth Management
Florida
$15.5K +$15K +55 +2,750%
PCC
2827
Park Circle Company
Maryland
$14.7K
MCA
2828
Midwest Capital Advisors
Michigan
$14.5K
CWM
2829
Centricity Wealth Management
Ohio
$14.5K
BFS
2830
Bare Financial Services
Pennsylvania
$14.5K +$12.3K +45 +563%
PA
2831
Pineridge Advisors
Missouri
$14.2K -$546 -2 -4%
MFC
2832
Mechanics Financial Corp
Ohio
$13.6K
CB
2833
Centennial Bank
Arkansas
$13.6K +$2.73K +10 +25%
DWA
2834
Delos Wealth Advisors
Texas
$13.6K +$13.6K +50 New
WCM
2835
WealthTrak Capital Management
Virginia
$13.4K +$3.55K +13 +36%
EA
2836
Evolution Advisers
Virginia
$13K
PP
2837
PrairieView Partners
Minnesota
$13K
CMP
2838
Coston McIsaac & Partners
Maine
$13K +$531 +2 +4%
BFP
2839
Briaud Financial Planning
Texas
$13K +$13K +50 New
STB
2840
S&T Bank
Pennsylvania
$12.8K +$4.36K +16 +52%
MAFA
2841
MJT & Associates Financial Advisory
Minnesota
$12.5K
WCM
2842
Westend Capital Management
California
$12.5K +$8.73K +32 +229%
NECFA
2843
New England Capital Financial Advisors
Connecticut
$12.4K
MFT
2844
Moisand Fitzgerald Tamayo
Florida
$12.3K
LFA
2845
LGT Financial Advisors
Texas
$11.5K -$84.5K -310 -88%
AF
2846
Alerus Financial
North Dakota
$10.9K +$10.9K +40 New
HC
2847
Hurley Capital
New York
$10.6K
SIC
2848
SJS Investment Consulting
Ohio
$10.4K -$3.01K -11 -22%
TC
2849
Trust Company
Kansas
$10.4K -$16.4K -60 -61%
PWA
2850
Principia Wealth Advisory
Texas
$10.4K +$6K +22 +138%