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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 %
BWA
2276
Bestgate Wealth Advisors
Maryland
$354K
CFSG
2277
Clark Financial Services Group
Missouri
$354K +$30.8K +113 +10%
AI
2278
Accredited Investors
Minnesota
$353K +$25.4K +93 +8%
BBL
2279
Beck Bode LLC
Massachusetts
$352K -$75.3K -276 -18%
MA
2280
MJP Associates
Connecticut
$352K -$40.1K -147 -10%
BWP
2281
Balboa Wealth Partners
Arizona
$351K -$54.3K -199 -13%
DWA
2282
Delap Wealth Advisory
Oregon
$350K
GA
2283
GSG Advisors
New Jersey
$350K +$28.9K +106 +9%
IP
2284
Intellectus Partners
California
$350K
MMM
2285
Mendel Money Management
Illinois
$349K +$45.5K +167 +15%
FOA
2286
Five Oceans Advisors
California
$348K +$5.73K +21 +2%
WKSWA
2287
White Knight Strategic Wealth Advisors
New Jersey
$347K +$2.18K +8 +0.6%
FLFS
2288
Family Legacy Financial Solutions
North Carolina
$347K +$347K +1,272 New
BWS
2289
Broadway Wealth Solutions
Texas
$346K +$19.9K +73 +6%
SCM
2290
Sitrin Capital Management
California
$346K
FCG
2291
Fielder Capital Group
Tennessee
$345K -$34.4K -126 -9%
SAW
2292
Signal Advisors Wealth
Michigan
$344K +$95.2K +349 +38%
MTC
2293
McDaniel Terry & Co
Texas
$343K -$317K -1,162 -48%
OPWM
2294
Oregon Pacific Wealth Management
Oregon
$343K +$8.18K +30 +2%
RIA
2295
Regal Investment Advisors
Michigan
$342K +$342K +1,254 New
JAG
2296
Journey Advisory Group
Kentucky
$341K
TFA
2297
Trinity Financial Advisors
Ohio
$341K
IJWM
2298
Inman Jager Wealth Management
Mississippi
$341K +$2.73K +10 +0.8%
AWA
2299
Adapt Wealth Advisors
Georgia
$340K +$2.73K +10 +0.8%
WIA
2300
Wetzel Investment Advisors
Indiana
$340K -$22.7K -83 -6%