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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 %
TPW
1726
Talon Private Wealth
Florida
$949K +$42.8K +157 +5%
KIA
1727
Kraematon Investment Advisors
Massachusetts
$945K +$818 +3 +0.1%
RBFC
1728
Roman Butler Fullerton & Co
Missouri
$944K +$162K +601 +21%
NHC
1729
Nicholas Hoffman & Company
Georgia
$943K +$157K +577 +20%
HBW
1730
Hazlett, Burt & Watson
West Virginia
$943K +$75.5K +277 +9%
IWA
1731
Icon Wealth Advisors
Texas
$943K +$69.5K +255 +8%
FAM
1732
Formidable Asset Management
Ohio
$943K
HCM
1733
Howland Capital Management
Massachusetts
$942K -$4.37K -16 -0.5%
SCA
1734
STALEY CAPITAL ADVISERS
Pennsylvania
$939K +$27.3K +100 +3%
AWAU
1735
Alliance Wealth Advisors (Utah)
Utah
$938K +$248K +909 +36%
AP
1736
Americana Partners
Texas
$934K -$3.96M -14,516 -81%
EMC
1737
Everest Management Corp
California
$929K -$134K -490 -13%
VCM
1738
Virtue Capital Management
Tennessee
$927K +$230K +843 +33%
PR
1739
Payden & Rygel
California
$927K -$6.95M -25,500 -88%
KSB
1740
Kennebec Savings Bank
Maine
$924K +$51.8K +190 +6%
WPW
1741
Waldron Private Wealth
Pennsylvania
$923K -$17.8K -65 -2%
MFA
1742
Mayflower Financial Advisors
Massachusetts
$923K -$40.4K -148 -4%
CS
1743
Crescent Sterling
Louisiana
$917K +$77.7K +285 +9%
AWAG
1744
ARS Wealth Advisors Group
Florida
$917K +$79.1K +290 +9%
KA
1745
Klingman & Associates
New York
$915K +$97.1K +356 +12%
SWIG
1746
Strategic Wealth Investment Group
Kentucky
$914K +$88.3K +324 +11%
EHWM
1747
Eads & Heald Wealth Management
Georgia
$911K +$63.2K +232 +7%
FFN
1748
Focus Financial Network
Minnesota
$911K +$90.3K +331 +11%
MMG
1749
Monetary Management Group
Missouri
$911K
NF
1750
Nvest Financial
New Hampshire
$908K +$169K +618 +23%