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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 %
NRC
2026
New Republic Capital
North Carolina
$540K +$6.55K +24 +1%
CA
2027
CoreCap Advisors
Michigan
$539K -$881K -3,228 -62%
FFA
2028
Florida Financial Advisors
Florida
$539K +$69.8K +256 +15%
WWA
2029
Wisconsin Wealth Advisors
Wisconsin
$538K +$38.2K +140 +8%
EL
2030
EWA LLC
Pennsylvania
$538K -$35.7K -131 -6%
KIC
2031
Kensington Investment Counsel
California
$538K
TC
2032
Trilogy Capital
California
$537K -$9.27K -34 -2%
GSB
2033
Greenfield Savings Bank
Massachusetts
$536K +$91.1K +334 +20%
WHCI
2034
W.H. Cornerstone Investments
Massachusetts
$535K -$162K -593 -23%
ORI
2035
Oak Ridge Investments
Illinois
$534K -$545 -2 -0.1%
AWAP
2036
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$531K +$5.45K +20 +1%
SAM
2037
Strive Asset Management
Ohio
$531K -$350K -1,283 -40%
BCG
2038
Breakwater Capital Group
New Jersey
$531K +$5.45K +20 +1%
AA
2039
Armis Advisers
Georgia
$530K +$109K +421 +26%
WPWM
2040
Western Pacific Wealth Management
Illinois
$530K -$42K -154 -7%
TCM
2041
Telos Capital Management
California
$528K +$104K +383 +25%
RS
2042
Rakuten Securities
Japan
$528K +$209K +767 +66%
TSWM
2043
Tyler-Stone Wealth Management
Ohio
$528K
EFG
2044
Ethos Financial Group
Pennsylvania
$527K +$334K +1,225 +173%
UWP
2045
Uniting Wealth Partners
Kansas
$527K
ACP
2046
Aviance Capital Partners
Florida
$527K +$20.7K +76 +4%
BFPW
2047
BOK Financial Private Wealth
Colorado
$527K -$782K -2,862 -60%
GAA
2048
Guardian Asset Advisors
Pennsylvania
$525K +$33.9K +124 +7%
DIM
2049
Delta Investment Management
California
$525K -$48K -176 -8%
PFA
2050
Pure Financial Advisors
California
$524K +$23.7K +87 +5%