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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 %
RCM
2851
Richardson Capital Management
Wisconsin
$10.1K -$36.8K -135 -78%
HWA
2852
HHM Wealth Advisors
Tennessee
$9.55K -$45.5K -167 -83%
LWA
2853
Lowe Wealth Advisors
Maryland
$9.54K
SHF
2854
Safe Harbor Fiduciary
Florida
$9.54K +$9.54K +35 New
AEPWM
2855
Atlantic Edge Private Wealth Management
Florida
$9.27K
GGI
2856
Godsey & Gibb Inc
Virginia
$9.27K
AS
2857
Altshuler Shaham
Israel
$9.27K +$5.18K +19 +127%
MAWAG
2858
Mid-American Wealth Advisory Group
Missouri
$9.27K +$9.27K +34 New
NC
2859
North Capital
Utah
$8.73K
TFA
2860
Toth Financial Advisory
Virginia
$8.45K -$355K -1,300 -98%
GC
2861
GFG Capital
Florida
$8.45K +$8.45K +31 New
GIM
2862
Gold Investment Management
Alberta, Canada
$8.43K
BHWM
2863
Bay Harbor Wealth Management
Maryland
$7.92K -$80.5K -295 -91%
CWA
2864
Carolina Wealth Advisors
South Carolina
$7.91K
SA
2865
Scarborough Advisors
Maryland
$7.64K +$7.64K +28 New
CIAM
2866
Caitong International Asset Management
Hong Kong
$6.82K -$425K -1,557 -98%
PSB
2867
Piscataqua Savings Bank
New Hampshire
$6.82K +$6.82K +25 New
MWM
2868
MorganRosel Wealth Management
Colorado
$6.55K
JGIA
2869
Jackson Grant Investment Advisers
Connecticut
$6K
PWM
2870
Parkworth Wealth Management
California
$6K +$4.09K +15 +214%
DWM
2871
Darwin Wealth Management
Florida
$5.74K
VWWMG
2872
Vermillion & White Wealth Management Group
Pennsylvania
$5.18K
PS
2873
PayPay Securities
Japan
$4.91K -$273 -1 -5%
CWM
2874
Copia Wealth Management
Oregon
$4.64K
SC
2875
Stephens Consulting
Michigan
$4.36K +$1.64K +6 +60%