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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 %
CWMGO
2201
Capstone Wealth Management Group (Oregon)
Oregon
$398K +$16.9K +62 +4%
FPW
2202
Fairvoy Private Wealth
Alabama
$397K -$12.3K -45 -3%
MWA
2203
Muirfield Wealth Advisors
North Carolina
$396K -$6.55K -24 -2%
BOS
2204
Bank of Stockton
California
$395K +$7.09K +26 +2%
UAG
2205
United Advisor Group
Ohio
$395K +$97.1K +356 +33%
CAM
2206
CenterStar Asset Management
Illinois
$395K +$395K +1,447 New
PAG
2207
Paladin Advisory Group
Iowa
$394K
FF
2208
Farrell Financial
New York
$394K +$273 +1 +0.1%
GI
2209
GLOBALT Investments
Georgia
$393K +$33.5K +123 +9%
AGC
2210
Aspen Grove Capital
Colorado
$393K +$116K +423 +42%
CPCM
2211
Cardinal Point Capital Management
Ontario, Canada
$393K +$393K +1,440 New
HAM
2212
Hickory Asset Management
Ohio
$391K +$7.64K +28 +2%
SCA
2213
Sandy Cove Advisors
Massachusetts
$391K -$28.4K -104 -7%
TWP
2214
Tempus Wealth Planning
California
$391K +$35.4K +130 +10%
MCM
2215
Manchester Capital Management
Vermont
$390K +$27.5K +101 +8%
MP
2216
Moment Partners
California
$390K -$7.91K -29 -2%
EFSCE
2217
Enterprise Financial Services Corp (EFSC)
Missouri
$390K +$65.7K +241 +20%
ATC
2218
Adirondack Trust Company
New York
$389K -$1.09K -4 -0.3%
RIS
2219
Retirement Income Solutions
Michigan
$388K -$19.9K -73 -5%
BBP
2220
Banco BTG Pactual
Brazil
$388K +$82.1K +301 +27%
LA
2221
Lifeworks Advisors
Michigan
$387K +$10.9K +40 +3%
BB
2222
Busey Bank
Illinois
$386K +$2.18K +8 +0.6%
CFIA
2223
Cantor Fitzgerald Investment Advisors
New York
$384K +$2.73K +10 +0.7%
SSWM
2224
Sheets Smith Wealth Management
North Carolina
$384K +$16.4K +60 +4%
DE
2225
Diversified Enterprises
Delaware
$384K -$85.6K -314 -18%