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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 %
LWP
1926
LeClair Wealth Partners
Ohio
$643K -$65.2K -239 -9%
AP
1927
Appleton Partners
Massachusetts
$642K +$16.1K +59 +3%
TSMHT
1928
Thurston Springer Miller Herd & Titak
Indiana
$642K +$77.2K +283 +14%
XWM
1929
Xcel Wealth Management
Florida
$641K -$6.82K -25 -1%
KOC
1930
Koss-Olinger Consulting
Florida
$636K -$3.27K -12 -0.5%
1CP
1931
17 Capital Partners
Arizona
$633K +$12K +44 +2%
BBI
1932
Baxter Bros Inc
Connecticut
$631K -$51.3K -188 -8%
HFM
1933
Hartford Funds Management
Pennsylvania
$630K -$97.4K -357 -13%
CCAM
1934
Cascades Capital Asset Management
North Carolina
$628K
PA
1935
Parkside Advisors
California
$628K
MFG
1936
Magnus Financial Group
New York
$628K +$62.5K +229 +11%
MIFH
1937
Migdal Insurance & Financial Holdings
Israel
$627K -$2.46K -9 -0.4%
DF
1938
Dunhill Financial
United Kingdom
$626K -$19.1K -70 -3%
ECA
1939
Elevated Capital Advisors
Utah
$626K
CSA
1940
Cornerstone Select Advisors
Missouri
$626K +$9.54K +35 +2%
PP
1941
Patron Partners
Texas
$626K +$27K +99 +5%
LIM
1942
Leavell Investment Management
Alabama
$625K -$166K -607 -21%
FC
1943
Farringdon Capital
United Kingdom
$624K +$624K +2,288 New
CIM
1944
CIM Investment Management
Pennsylvania
$622K -$2.45K -9 -0.4%
IA
1945
IFG Advisory
Georgia
$622K +$3.82K +14 +0.6%
VCA
1946
Verdence Capital Advisors
Maryland
$620K +$15.5K +57 +3%
RIP
1947
RAM Investment Partners
Washington
$619K +$14.5K +53 +2%
AWM
1948
Aries Wealth Management
Maine
$618K +$143K +526 +30%
WCFA
1949
Walkner Condon Financial Advisors
Wisconsin
$618K +$18K +66 +3%
BWM
1950
BankPlus Wealth Management
Mississippi
$617K +$11.5K +42 +2%