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Salesforce

2,905 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, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% 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
1,372
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 %
CFG
1276
Cooper Financial Group
California
$2.13M +$154K +563 +8%
GEA
1277
Glen Eagle Advisors
New Jersey
$2.13M +$351K +1,289 +20%
EWM
1278
EPG Wealth Management
Georgia
$2.12M +$33.3K +122 +2%
HCMT
1279
Highland Capital Management (Tennessee)
Tennessee
$2.12M -$690K -2,532 -25%
HA
1280
Harfst & Associates
Wyoming
$2.11M +$8.18K +30 +0.4%
PAS
1281
Point72 Asia (Singapore)
Singapore
$2.11M +$2.11M +7,735 New
BAM
1282
Beaumont Asset Management
Texas
$2.11M +$23.2K +85 +1%
FMB
1283
Field & Main Bank
Kentucky
$2.1M -$25.9K -95 -1%
WCM
1284
Weaver Capital Management
Georgia
$2.1M +$158K +578 +8%
AWM
1285
Arista Wealth Management
Nevada
$2.1M +$2.1M +7,696 New
SAM
1286
Smartleaf Asset Management
Massachusetts
$2.1M -$391K -1,430 -16%
FCB
1287
First County Bank
Connecticut
$2.09M -$290K -1,063 -12%
Koshinski Asset Management
1288
Koshinski Asset Management
Illinois
$2.09M +$135K +494 +7%
NB
1289
Nicolet Bankshares
Wisconsin
$2.09M -$4.09K -15 -0.2%
MCCP
1290
Mission Creek Capital Partners
California
$2.08M -$115K -423 -5%
A
1291
AlphaQuest
New York
$2.07M -$177K -649 -8%
WMP
1292
Wealth Management Partners
Arizona
$2.07M +$36.4K +135 +2%
JPWM
1293
Jamison Private Wealth Management
Georgia
$2.07M -$49.6K -182 -2%
IW
1294
IronOak Wealth
Texas
$2.06M +$2.06M +7,543 New
PWP
1295
Pursue Wealth Partners
California
$2.06M +$1.09K +4 +0.1%
FPAS
1296
Focus Partners Advisor Solutions
Missouri
$2.06M -$1.13M -4,141 -35%
Group One Trading
1297
Group One Trading
Illinois
$2.05M -$6.39M -23,418 -76%
IB
1298
Intrust Bank
Kansas
$2.05M -$39.3K -144 -2%
WA
1299
WP Advisors
California
$2.04M +$261K +957 +15%
VFA
1300
Voya Financial Advisors
Connecticut
$2.04M -$496K -1,815 -20%