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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 %
FFO
1901
Fortitude Family Office
Arizona
$678K -$23.5K -86 -3%
LA
1902
LVW Advisors
New York
$677K +$23.7K +87 +4%
KAM
1903
Karani Asset Management
New York
$677K +$677K +2,484 New
ST
1904
Smithfield Trust
Pennsylvania
$677K -$106K -390 -14%
GS
1905
GWN Securities
Florida
$674K -$4.64M -17,015 -87%
KCIC
1906
Kuhn & Co Investment Counsel
Illinois
$673K
KWMG
1907
King Wealth Management Group
Florida
$669K +$280K +1,026 +72%
PWMAG
1908
Pinnacle Wealth Management Advisory Group
New Jersey
$666K +$38.7K +142 +6%
WWM
1909
Waterway Wealth Management
Texas
$666K +$666K +2,443 New
AIMA
1910
Ables Iannone Moore & Associates
Georgia
$665K -$6.82K -25 -1%
IAIM
1911
International Assets Investment Management
Florida
$664K -$295K -1,081 -31%
CPW
1912
Catalyst Private Wealth
California
$663K -$116K -426 -15%
CRI
1913
Colonial River Investments
Virginia
$662K +$261K +988 +65%
MEG
1914
Millstone Evans Group
Colorado
$662K
MSA
1915
Marino Stram & Associates
Massachusetts
$661K +$6K +22 +0.9%
SMF
1916
Scott Marsh Financial
Utah
$661K +$661K +2,424 New
GWM
1917
Greenwich Wealth Management
Connecticut
$657K -$15.5K -57 -2%
KFA
1918
Kapstone Financial Advisors
Ohio
$657K
SC
1919
Soundwatch Capital
Connecticut
$654K +$654K +1,115 New
ACGA
1920
Atlanta Consulting Group Advisors
Georgia
$652K -$24.3K -89 -4%
B
1921
Bellecapital
Switzerland
$652K -$47.7K -175 -7%
DW30
1922
Drucker Wealth 3.0
New Jersey
$652K -$225K -832 -26%
TC
1923
TwinBeech Capital
New York
$650K -$1.58M -5,807 -71%
W
1924
WealthCollab
Washington
$648K +$8.45K +31 +1%
DFG
1925
Demars Financial Group
Washington
$644K -$156M -572,907 -100%