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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 %
LAM
2876
Lummis Asset Management
Texas
$4.36K
CAM
2877
Costello Asset Management
Pennsylvania
$4.12K -$7.97K -29 -66%
TCM
2878
TruNorth Capital Management
Michigan
$4.09K -$258K -945 -98%
LC
2879
Luminist Capital
Michigan
$4.08K +$4.08K +15 New
PCM
2880
Perritt Capital Management
Illinois
$3.83K
HIMS
2881
Hager Investment Management Services
New Hampshire
$3.55K
HWM
2882
HighMark Wealth Management
Minnesota
$3.55K +$1.14K +9 +47%
WOC
2883
West Oak Capital
California
$3.5K +$150 +55 +4%
ACM
2884
Anfield Capital Management
California
$3.27K
WOSD
2885
WFA of San Diego
California
$3.27K +$3.27K +12 New
FC
2886
Family CFO
California
$3K +$3K +11 New
FS
2887
Financially Speaking
Colorado
$3K +$3K +11 New
MAM
2888
Morse Asset Management
Connecticut
$2.73K -$125K -459 -98%
1NWS
2889
1 North Wealth Services
Maryland
$2.73K
TLCM
2890
Twin Lakes Capital Management
California
$2.2K
FWA
2891
Flagship Wealth Advisors
Massachusetts
$2.18K -$1.02M -3,746 -100%
RWPA
2892
Richard W. Paul & Associates
Michigan
$2.18K -$336K -1,233 -99%
DSC
2893
Duncker Streett & Co
Missouri
$2.18K
HIA
2894
HFM Investment Advisors
New Jersey
$2.18K +$1.64K +6 +300%
DF
2895
DecisionPoint Financial
Arizona
$1.9K +$272 +1 +17%
ICCON
2896
Investment Counsel Company of Nevada
Nevada
$1.64K
CW
2897
Curio Wealth
Maryland
$1.37K +$1.1K +4 +400%
IA
2898
IFS Advisors
Kansas
$1.09K
BDPWM
2899
Barnes Dennig Private Wealth Management
Ohio
$818
IWM
2900
Inlight Wealth Management
Georgia
$818