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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 %
SL
1951
SFM LLC
New Hampshire
$615K +$15.3K +56 +3%
MG
1952
McHugh Group
Ohio
$614K
S
1953
Sunpointe
Missouri
$611K +$198K +724 +48%
BPW
1954
Bingham Private Wealth
California
$610K -$12.8K -47 -2%
CCA
1955
Coign Capital Advisors
Utah
$608K +$13.1K +48 +2%
FSA
1956
Fort Sheridan Advisors
Illinois
$608K
SPWG
1957
Sage Private Wealth Group
Illinois
$608K +$67.4K +247 +12%
AWE
1958
Avidian Wealth Enterprises
Texas
$607K -$17.2K -63 -3%
RFN
1959
Redwood Financial Network
Ohio
$605K +$36.3K +133 +6%
IA
1960
IFG Advisors
Missouri
$604K +$137K +501 +29%
M1FG
1961
Mach-1 Financial Group
Arkansas
$603K +$603K +2,212 New
RC
1962
Rovin Capital
Arizona
$602K +$269K +984 +81%
WA
1963
WBH Advisory
Maryland
$602K +$6.55K +24 +1%
CA
1964
Crumly & Associates
Illinois
$597K -$10.6K -39 -2%
CCA
1965
Carrera Capital Advisors
Michigan
$596K +$373K +1,365 +167%
AA
1966
Addison Advisors
Vermont
$595K +$31.4K +115 +6%
CFD
1967
Creative Financial Designs
Indiana
$594K +$59.7K +219 +11%
WBCM
1968
Wilson & Boucher Capital Management
California
$593K
NI
1969
Natural Investments
California
$593K +$107K +394 +22%
BW
1970
BXM Wealth
Colorado
$592K -$24.5K -90 -4%
SSA
1971
Sierra Summit Advisors
Nevada
$592K +$3.27K +12 +0.6%
BCM
1972
Berbice Capital Management
New York
$592K
CA
1973
Carson Advisory
Georgia
$591K +$6K +22 +1%
BOH
1974
Bank of Hawaii
Hawaii
$590K -$395K -1,449 -40%
NA
1975
Nordwand Advisors
Pennsylvania
$588K +$588K +2,158 New