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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 %
CWA
2051
Clarity Wealth Advisors
California
$524K +$43.6K +160 +9%
IRC
2052
Investors Research Corp
Georgia
$523K
BGA
2053
Battery Global Advisors
Massachusetts
$523K
HA
2054
Herold Advisors
New York
$522K +$99.5K +365 +24%
BFA
2055
Beacon Financial Advisory
Ohio
$520K -$74.7K -274 -13%
WA
2056
Waddell & Associates
Tennessee
$520K +$114K +419 +28%
AC
2057
Allstate Corporation
Illinois
$518K -$8.88M -32,575 -94%
AIM
2058
Advyzon Investment Management
Illinois
$514K +$187K +687 +57%
SWP
2059
Semus Wealth Partners
Florida
$514K +$7.36K +27 +1%
RFS
2060
Richardson Financial Services
Massachusetts
$513K +$27.2K +100 +6%
BOPW
2061
Brandywine Oak Private Wealth
Pennsylvania
$513K -$545 -2 -0.1%
ISWM
2062
Independent Solutions Wealth Management
New York
$510K -$10.4K -38 -2%
TVAMP
2063
Tennessee Valley Asset Management Partners
Tennessee
$507K +$14.2K +52 +3%
MPM
2064
Meritage Portfolio Management
Kansas
$506K -$16.6K -61 -3%
OIS
2065
OneAscent Investment Solutions
Alabama
$506K +$5.46K +20 +1%
FLP
2066
Financial Life Planners
Arizona
$506K -$13.1K -48 -3%
HL
2067
HeadInvest LLC
Maine
$506K -$68.2K -250 -12%
SCM
2068
Schnieders Capital Management
California
$506K +$275K +1,007 +119%
AA
2069
Auxano Advisors
Washington
$505K +$281K +1,030 +125%
ANBT
2070
American National Bank & Trust
Texas
$504K +$10.1K +37 +2%
WJWM
2071
Williams Jones Wealth Management
New York
$503K -$190K -698 -27%
JSC
2072
Jackson Square Capital
California
$502K +$297K +1,088 +144%
ICP
2073
Impact Capital Partners
Colorado
$496K +$24K +88 +5%
SAF
2074
Smith Anglin Financial
Texas
$495K +$40.1K +147 +9%
GSWM
2075
Golden State Wealth Management
California
$493K -$33.3K -122 -6%