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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 %
CAG
1701
Csenge Advisory Group
Florida
$989K -$42.2K -159 -4%
MAM
1702
MWA Asset Management
Massachusetts
$989K +$6.54K +24 +0.7%
CWM
1703
Connecticut Wealth Management
Connecticut
$988K +$818 +3 +0.1%
OPW
1704
Oxler Private Wealth
New York
$986K -$15.3K -56 -2%
DWAM
1705
Duncan Williams Asset Management
Tennessee
$986K +$131K +480 +15%
TPWA
1706
Twin Peaks Wealth Advisors
California
$985K -$37.3K -161 -4%
CSA
1707
Cottage Street Advisors
Massachusetts
$984K -$93.5K -343 -9%
NIWA
1708
New Insight Wealth Advisors
California
$984K -$33.3K -122 -3%
BWA
1709
Bordeaux Wealth Advisors
California
$984K -$248K -911 -20%
MIM
1710
Moseley Investment Management
Florida
$982K -$17.2K -63 -2%
SGI
1711
Summit Global Investments
Utah
$981K
RBC
1712
Romano Brothers & Co
Illinois
$981K -$103K -376 -9%
SIG
1713
Sky Investment Group
Connecticut
$980K +$17.7K +65 +2%
SFC
1714
SYM Financial Corp
Indiana
$979K -$289K -1,058 -23%
SIG
1715
Sargent Investment Group
Maryland
$976K -$71K -285 -7%
NAG
1716
Northstar Advisory Group
New Jersey
$976K -$1.75M -6,428 -64%
MAWA
1717
Moss Adams Wealth Advisors
Washington
$975K +$235K +860 +32%
AA
1718
Advisory Alpha
Michigan
$974K +$230K +843 +31%
PA
1719
Probity Advisors
Texas
$973K +$61.1K +224 +7%
CWP
1720
Curated Wealth Partners
California
$970K +$615K +2,257 +174%
SIA
1721
Soltis Investment Advisors
Utah
$962K +$200K +732 +26%
PFWA
1722
Paces Ferry Wealth Advisors
Georgia
$961K -$208K -764 -18%
FB
1723
First Bancorp
Maine
$956K -$38.7K -142 -4%
GSIAS
1724
Garden State Investment Advisory Services
New Jersey
$956K +$36.9K +135 +4%
CIG
1725
Cascade Investment Group
Colorado
$953K +$51.8K +190 +6%