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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 %
MWM
2401
Momentous Wealth Management
Washington
$290K -$545 -2 -0.2%
SIA
2402
SGL Investment Advisors
Montana
$290K +$84K +307 +41%
AHL
2403
Abel Hall LLC
Louisiana
$290K +$40.3K +148 +16%
AA
2404
Acorns Advisers
California
$290K +$52.7K +193 +22%
KCP
2405
Kera Capital Partners
California
$289K +$289K +1,061 New
CAAS
2406
Capital Asset Advisory Services
Michigan
$289K +$7.07K +26 +3%
NIM
2407
Northeast Investment Management
Massachusetts
$289K
SWGC
2408
Summit Wealth Group (Colorado)
Colorado
$288K +$288K +1,055 New
CT
2409
Colonial Trust
South Carolina
$288K +$16.6K +61 +6%
HI
2410
Hudock Inc
Pennsylvania
$287K +$287K +1,052 New
BC
2411
Brio Consultants
California
$287K +$18.8K +69 +7%
CWA
2412
Canvas Wealth Advisors
Kansas
$286K -$49.7K -184 -15%
RT
2413
Rockland Trust
Massachusetts
$286K +$286K +1,049 New
MWA
2414
Motive Wealth Advisors
Michigan
$286K +$24.3K +89 +9%
LSA
2415
Lion Street Advisors
Texas
$285K +$285K +1,045 New
MIA
2416
MainStreet Investment Advisors
Illinois
$285K +$23.7K +87 +9%
CFO
2417
Collective Family Office
Pennsylvania
$285K +$18K +66 +7%
GCS
2418
Gordian Capital (Singapore)
Singapore
$284K -$142K -522 -33%
R
2419
Rebalance
California
$284K +$284K +1,042 New
LAM
2420
Lingohr Asset Management
Germany
$284K -$5.08M -18,674 -95%
KCPG
2421
Kavar Capital Partners Group
Kansas
$284K
WSWA
2422
Warren Street Wealth Advisors
California
$284K +$22.9K +84 +9%
MAM
2423
McLean Asset Management
Virginia
$282K +$14K +52 +5%
MMCM
2424
Murphy & Mullick Capital Management
New York
$281K +$55.8K +213 +25%
CAS
2425
Coppell Advisory Solutions
Texas
$281K -$67.3K -246 -19%