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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 %
JCFM
2326
JBR Co Financial Management
Oklahoma
$326K -$6.82K -25 -2%
CG
2327
Clifford Group
Massachusetts
$326K +$53.4K +196 +20%
OC
2328
Oarsman Capital
Wisconsin
$325K +$46.1K +169 +17%
MCM
2329
M1 Capital Management
Michigan
$325K +$30K +110 +10%
PCH
2330
PGIM Custom Harvest
New Jersey
$324K -$126K -463 -28%
CFAM
2331
Center For Asset Management
Florida
$324K +$13.1K +39 +4%
LBC
2332
Leigh Baldwin & Co
New York
$323K -$23.2K -85 -7%
SPC
2333
Spirepoint Private Client
Florida
$323K -$15K -55 -4%
WDG
2334
Wealth Dimensions Group
Ohio
$323K +$11.2K +41 +4%
CFS
2335
CRA Financial Services
New Jersey
$322K +$7.63K +28 +2%
ST
2336
Somerset Trust
Pennsylvania
$322K +$45K +165 +16%
ACG
2337
Allen Capital Group
Nebraska
$322K -$92.7K -340 -22%
FAT
2338
First American Trust
California
$322K +$24.8K +91 +8%
TBWA
2339
Three Bridge Wealth Advisors
California
$321K +$321K +1,178 New
FCT
2340
First Community Trust
Iowa
$320K +$119K +435 +59%
CMF
2341
Counterpoint Mutual Funds
California
$320K +$320K +1,172 New
FG
2342
Foster Group
Iowa
$319K -$1.36K -5 -0.4%
WAM
2343
Werlinich Asset Management
Connecticut
$319K
PCA
2344
Peddock Capital Advisors
Massachusetts
$318K
MCC
2345
Money Concepts Capital
Florida
$317K +$57.5K +211 +22%
SI
2346
Saxon Interests
Texas
$317K
AAMU
2347
AEGON Asset Management (UK)
United Kingdom
$316K +$40.7K +149 +15%
VI
2348
VanderPol Investments
Michigan
$316K -$8.18K -30 -3%
CAGAS
2349
Capital Advisory Group Advisory Services
Minnesota
$315K
KWM
2350
Kingsman Wealth Management
Florida
$315K -$105K -387 -25%