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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 %
TGAM
1751
TBH Global Asset Management
Tennessee
$906K +$2.18K +8 +0.2%
GDP
1752
Great Diamond Partners
Maine
$905K +$58.9K +216 +7%
WC
1753
Westerkirk Capital
$905K +$905K +3,318 New
AGP
1754
Aspire Growth Partners
Florida
$904K -$41.7K -153 -4%
FCBT
1755
First Citizens Bank & Trust
North Carolina
$904K -$326K -1,197 -27%
MMPW
1756
Mitchell McLeod Pugh & Williams
Alabama
$902K +$16.4K +60 +2%
LCGC
1757
Legacy Capital Group California
California
$900K +$233K +853 +35%
TA
1758
TFG Advisers
Michigan
$898K +$5.46K +20 +0.6%
RFP
1759
Root Financial Partners
California
$896K +$190K +697 +27%
PWPS
1760
Pinnacle Wealth Planning Services
Ohio
$893K +$215K +787 +32%
CF
1761
Cyr Financial
Illinois
$893K +$139K +511 +19%
FFO
1762
Fiduciary Family Office
Florida
$892K -$551K -2,020 -38%
AWM
1763
Aprio Wealth Management
Georgia
$890K -$263K -964 -23%
RCA
1764
Roberts Capital Advisors
Colorado
$890K
CNTOF
1765
Canandaigua National Trust of Florida
New York
$890K +$16.9K +62 +2%
IA
1766
Integrity Alliance
Iowa
$887K -$1.22M -4,485 -58%
TWM
1767
Trueblood Wealth Management
Ohio
$885K +$5.73K +21 +0.7%
TCWA
1768
Turtle Creek Wealth Advisors
Texas
$885K +$885K +3,245 New
MIC
1769
Meridian Investment Counsel
California
$881K
DFC
1770
DB Fitzpatrick & Co
Idaho
$881K +$18.8K +69 +2%
WPC
1771
White Pine Capital
Minnesota
$879K +$217K +795 +33%
BWA
1772
Blodgett Wealth Advisors
California
$876K +$54.5K +200 +7%
LOIM
1773
Liberty One Investment Management
Illinois
$876K +$12.5K +46 +1%
EFS
1774
Essex Financial Services
Connecticut
$872K +$18.5K +68 +2%
CH
1775
Cromwell Holdings
Wyoming
$871K