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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 %
Cohen & Steers
2226
Cohen & Steers
New York
$382K +$86.2K +316 +29%
QL
2227
Quarry LP
New York
$382K -$302K -1,107 -44%
TFM
2228
TFC Financial Management
Massachusetts
$381K +$1.64K +6 +0.4%
LRWA
2229
Long Run Wealth Advisors
New York
$380K -$110K -403 -22%
FFC
2230
First Financial Corp
Indiana
$379K -$35.7K -131 -9%
IA
2231
IFC Advisors
California
$379K -$61.6K -226 -14%
EAM
2232
Empirical Asset Management
Massachusetts
$376K -$514K -1,886 -58%
CIM
2233
Cambria Investment Management
California
$376K +$376K +1,378 New
APG
2234
Abacus Planning Group
South Carolina
$376K +$28.1K +103 +8%
GFA
2235
Gallagher Fiduciary Advisors
Illinois
$375K -$75.8K -278 -17%
OL
2236
one8zero8 LLC
North Carolina
$374K -$103K -376 -22%
SWM
2237
Scissortail Wealth Management
Oklahoma
$373K +$10.1K +37 +3%
SCG
2238
Sonata Capital Group
Washington
$373K
FWA
2239
FSM Wealth Advisors
Ohio
$373K -$18.6K -69 -5%
BFG
2240
Beacon Financial Group
Texas
$373K -$43.3K -159 -10%
BOC
2241
Bull Oak Capital
California
$372K -$62.7K -230 -14%
MFA
2242
Morling Financial Advisors
California
$370K -$89.7K -329 -20%
TM
2243
TigerOak Management
New Mexico
$369K -$2.45K -9 -0.7%
BFC
2244
Bedel Financial Consulting
Indiana
$369K
SWA
2245
Strata Wealth Advisors
Texas
$369K -$23.7K -87 -6%
CIC
2246
Chilton Investment Company
Connecticut
$368K +$368K +1,351 New
CCWM
2247
Cassaday & Co Wealth Management
Virginia
$368K +$45K +165 +14%
MWM
2248
Mindset Wealth Management
Indiana
$368K -$28.9K -106 -7%
EFA
2249
Evernest Financial Advisors
Indiana
$368K +$66K +242 +22%
JCIA
2250
Jackson Creek Investment Advisors
Colorado
$367K -$9.82K -36 -3%