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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 %
FPGK
2376
Financial Partners Group (Kansas)
Kansas
$301K -$6.27K -23 -2%
WH
2377
Willner & Heller
California
$301K +$20.7K +76 +7%
GCP
2378
Gill Capital Partners
Colorado
$300K +$53.7K +197 +22%
NRI
2379
NFP Retirement Inc
California
$300K -$3K -11 -1%
CA
2380
Cornerstone Advisory
Maryland
$300K -$11.7K -43 -4%
KFC
2381
Klingenstein Fields & Co
New York
$299K
APA
2382
Astoria Portfolio Advisors
New York
$299K +$8.3K +31 +3%
MAWCM
2383
Mine & Arao Wealth Creation & Management
California
$298K -$13.6K -50 -4%
SIC
2384
Shoker Investment Counsel
Ohio
$298K +$545 +2 +0.2%
FI
2385
Financial Insights
Washington
$298K -$1.91K -7 -0.6%
MCM
2386
Mengis Capital Management
Oregon
$297K
AOWM
2387
Alpha Omega Wealth Management
Virginia
$297K +$297K +1,089 New
PWP
2388
Prasad Wealth Partners
Ohio
$297K +$16.9K +62 +6%
FAG
2389
Fortitude Advisory Group
Washington
$296K +$16.4K +60 +6%
PCP
2390
Panoramic Capital Partners
Oregon
$296K -$6.8K -25 -2%
FNB
2391
Farmers National Bank
Kentucky
$295K +$34.1K +125 +13%
AG
2392
AmeriFlex Group
Nevada
$295K -$193K -712 -39%
FWM
2393
Forza Wealth Management
Florida
$295K
NFG
2394
Nadler Financial Group
Illinois
$294K +$545 +2 +0.2%
RWA
2395
Rooted Wealth Advisors
Illinois
$293K +$68.9K +267 +31%
EW
2396
Element Wealth
Mississippi
$292K +$5.72K +21 +2%
FCM
2397
Fourpath Capital Management
Oklahoma
$291K -$31.4K -115 -10%
LIA
2398
LBMC Investment Advisors
Tennessee
$291K
MSAM
2399
Moloney Securities Asset Management
Missouri
$290K +$46.1K +169 +19%
HPM
2400
Hoxton Planning & Management
West Virginia
$290K +$46.1K +169 +19%