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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 %
AIA
1826
AssuredPartners Investment Advisors
Florida
$792K +$157K +575 +25%
SB
1827
Sunflower Bank
Texas
$791K +$8.45K +31 +1%
EL
1828
Essex LLC
Illinois
$791K +$122K +447 +18%
LSIA
1829
LaSalle St. Investment Advisors
Illinois
$790K -$82.9K -304 -9%
ACI
1830
Alpha Cubed Investments
California
$787K -$35.7K -131 -4%
SIM
1831
Sentry Investment Management
Wisconsin
$785K
AWM
1832
Aviso Wealth Management
Washington
$783K +$31.6K +116 +4%
FSA
1833
Financial Sense Advisors
California
$782K +$782K +2,868 New
CA
1834
Claro Advisors
Massachusetts
$779K -$731K -2,681 -48%
SCI
1835
S&CO Inc
Massachusetts
$774K
HIF
1836
Hill Island Financial
Michigan
$774K +$93.3K +342 +14%
MSE
1837
MUFG Securities EMEA
United Kingdom
$773K -$61.4M -225,164 -99%
WWM
1838
Wolff Wiese Magana
California
$772K -$1.09K -4 -0.1%
ZIG
1839
Zullo Investment Group
Pennsylvania
$772K +$52.4K +192 +7%
PA
1840
Prossimo Advisors
California
$763K -$160K -585 -17%
TCM
1841
Tandem Capital Management
New Jersey
$761K +$43.1K +158 +6%
FA
1842
Fountainhead AM
New Jersey
$759K -$37.6K -138 -5%
MQWP
1843
Morey & Quinn Wealth Partners
Nebraska
$758K +$6.82K +25 +0.9%
CAG
1844
Cypress Advisory Group
Arizona
$755K +$545K +2,000 +260%
ACA
1845
Affinity Capital Advisors
California
$753K +$525K +1,926 +230%
RWM
1846
Riverbend Wealth Management
South Carolina
$748K -$131K -482 -15%
FAM
1847
Fulcrum Asset Management
United Kingdom
$744K +$744K +2,728 New
TCM
1848
Teza Capital Management
Illinois
$743K +$743K +2,725 New
PWP
1849
Phillips Wealth Planners
Mississippi
$741K +$9.3K +34 +1%
YP
1850
YANKCOM Partnership
South Dakota
$740K +$40.4K +148 +6%