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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 %
IWA
2001
IVC Wealth Advisors
Pennsylvania
$559K -$1.91K -7 -0.3%
WAG
2002
Winthrop Advisory Group
Massachusetts
$558K +$12.3K +45 +2%
SMA
2003
Seven Mile Advisory
New Jersey
$557K -$11.2K -41 -2%
RC
2004
Rexford Capital
Texas
$556K +$556K +2,038 New
VFG
2005
Victory Financial Group
Texas
$554K +$54.3K +199 +11%
PGWM
2006
Parisi Gray Wealth Management
New Jersey
$553K -$332K -1,217 -38%
PA
2007
Perennial Advisors
New York
$552K -$1.09K -4 -0.2%
RGC
2008
Roberts, Glore & Co
Illinois
$551K -$8.18K -30 -1%
TW
2009
Traveka Wealth
California
$551K +$31.1K +114 +6%
BWG
2010
Berry Wealth Group
Texas
$551K -$146K -534 -21%
LG
2011
Leuthold Group
Minnesota
$550K
MAM
2012
Meeder Asset Management
Ohio
$549K -$11.5K -42 -2%
CWM
2013
Centurion Wealth Management
Virginia
$549K +$59.5K +218 +12%
JWM
2014
Jeppson Wealth Management
California
$548K +$32.7K +120 +6%
BCP
2015
Blackhawk Capital Partners
Wisconsin
$546K +$17.5K +64 +3%
CA
2016
Capital Advantage
California
$546K -$9.55K -35 -2%
ARC
2017
Advisor Resource Council
Texas
$546K -$3.36M -12,340 -86%
CP
2018
Covenant Partners
Tennessee
$546K
AIMC
2019
Alley Investment Management Company
Illinois
$545K
CI
2020
Corient IA
Florida
$545K
FA
2021
FF Advisors
California
$543K +$11.7K +43 +2%
PCM
2022
Poehling Capital Management
Wisconsin
$542K +$20.5K +75 +4%
AWM
2023
Accel Wealth Management
Iowa
$542K -$7.09K -26 -1%
SFG
2024
Synergy Financial Group
California
$542K -$37.6K -138 -6%
BMWS
2025
Brady Martz Wealth Solutions
North Dakota
$540K -$10.1K -37 -2%