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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 %
FH
2251
FWG Holdings
Florida
$367K +$36.6K +145 +11%
RFW
2252
Rainier Family Wealth
Washington
$367K -$135K -494 -27%
SIC
2253
Sterling Investment Counsel
New York
$365K -$811K -2,976 -69%
AW
2254
Alteri Wealth
California
$365K -$42.6K -156 -10%
MBTD
2255
Mechanics Bank - Trust Department
California
$365K -$33.3K -122 -8%
TC
2256
Truvestments Capital
Florida
$363K -$28.9K -106 -7%
FSC
2257
Full Sail Capital
Oklahoma
$363K +$108K +397 +43%
OBWG
2258
Onyx Bridge Wealth Group
New York
$363K +$38.4K +141 +12%
MC
2259
Marest Capital
California
$362K +$362K +1,326 New
BCMLT
2260
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K -$38.4K -141 -10%
MWM
2261
Mattern Wealth Management
Kansas
$361K -$84.6K -310 -19%
KPWG
2262
KFA Private Wealth Group
Virginia
$361K +$15K +55 +4%
GCM
2263
Gladius Capital Management
Illinois
$360K -$654K -2,398 -64%
SIAG
2264
Safeguard Investment Advisory Group
California
$360K -$79.4K -291 -18%
VAG
2265
VisionPoint Advisory Group
Texas
$359K +$359K +1,318 New
SFPG
2266
Stonebridge Financial Planning Group
Florida
$359K -$73.9K -271 -17%
CCM
2267
Consolidated Capital Management
California
$359K +$2.46K +9 +0.7%
CFG
2268
Copley Financial Group
California
$359K -$29.5K -108 -8%
TWM
2269
Tradition Wealth Management
Minnesota
$357K -$18.5K -68 -5%
YWM
2270
Yoder Wealth Management
California
$356K +$21K +77 +6%
PA
2271
PharVision Advisers
Florida
$356K +$356K +1,305 New
PBK
2272
Peoples Bank (Kansas)
Kansas
$356K -$5.45K -20 -2%
OWA
2273
Opal Wealth Advisors
New York
$355K +$36.8K +135 +12%
FI
2274
Fosun International
China
$355K +$355K +1,302 New
GCA
2275
Gradient Capital Advisors
California
$354K +$4.64K +17 +1%