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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 %
PSP
2076
Pacific Sage Partners
Washington
$492K +$8.45K +31 +2%
AF
2077
Apexium Financial
Texas
$491K +$2.45K +9 +0.5%
HHRDM
2078
H&H Retirement Design & Management
Nevada
$490K +$7.08K +27 +1%
FPWM
2079
FSB Premier Wealth Management
Iowa
$489K +$51K +187 +12%
IP
2080
Ignite Planners
California
$489K +$3.41K +13 +0.7%
EA
2081
Everpar Advisors
Oklahoma
$489K -$53.7K -197 -10%
APWM
2082
Argonautica Private Wealth Management
Massachusetts
$488K -$273 -1 -0.1%
PWM
2083
Pines Wealth Management
North Carolina
$488K -$102K -374 -17%
MWM
2084
Maridea Wealth Management
New York
$487K +$278K +1,020 +133%
FFA
2085
Fi3 Financial Advisors
Indiana
$487K -$51.1K -187 -9%
RBWA
2086
RFG - Bristol Wealth Advisors
Massachusetts
$486K -$83.7K -307 -15%
BFAG
2087
Blackston Financial Advisory Group
Florida
$486K +$13.6K +50 +3%
OWM
2088
OneAscent Wealth Management
Alabama
$486K +$46.4K +170 +11%
FZCM
2089
Flynn Zito Capital Management
New York
$486K -$150K -549 -24%
SC
2090
Summa Corp
Texas
$485K +$485K +1,780 New
QFW
2091
QTR Family Wealth
Florida
$484K +$221K +812 +84%
TWP
2092
Tyche Wealth Partners
Texas
$483K -$37.4K -137 -7%
GTAM
2093
Global Trust Asset Management
Florida
$482K -$63.6K -233 -12%
CFO
2094
CVA Family Office
Colorado
$481K -$33K -121 -6%
BIA
2095
Bigelow Investment Advisors
Maine
$480K +$27K +99 +6%
JCM
2096
Jacobsen Capital Management
Utah
$479K +$16.1K +59 +3%
WF
2097
Wayfinding Financial
Washington
$477K -$17.7K -70 -4%
MP
2098
McDonald Partners
Ohio
$477K +$28.1K +103 +6%
IC
2099
Inscription Capital
Texas
$476K -$220K -807 -32%
WWP
2100
Waypoint Wealth Partners
California
$476K -$27.3K -100 -5%