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Salesforce

2,919 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 238 funds opening new positions, 1,374 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.95B
Puts
$5.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.29B
2 +$727M
3 +$520M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$509M
5
Amundi
Amundi
France
+$434M
Name Holding Trade Value Shares
Change
Change in
Stake
CV
2526
Counterweight Ventures
North Carolina
$240K
RFN
2527
RDA Financial Network
Iowa
$240K
TWM
2528
Tripletail Wealth Management
Florida
$238K
PJWM
2529
Philip James Wealth Mangement
Georgia
$238K
GGA
2530
Granite Group Advisors
Connecticut
$238K
EC
2531
EntryPoint Capital
New York
$238K
FF
2532
Foronjy Financial
California
$237K
AIM
2533
Arcadia Investment Management
Michigan
$237K
PFG
2534
PAX Financial Group
Texas
$237K
ONSWM
2535
Old North State Wealth Management
North Carolina
$237K
PWM
2536
Puff Wealth Management
New Jersey
$234K
AWA
2537
Aletheian Wealth Advisors
Washington
$234K
ITIM
2538
Indiana Trust & Investment Management
Indiana
$234K
HWM
2539
Hobbs Wealth Management
Indiana
$234K
CFS
2540
Coordinated Financial Services
Colorado
$234K
BCM
2541
Brown Capital Management
Maryland
$234K
IIA
2542
Integral Investment Advisors
California
$234K
CWA
2543
Centennial Wealth Advisory
Michigan
$233K
WWM
2544
Whalen Wealth Management
Nevada
$233K
IFPG
2545
Intrepid Financial Planning Group
Indiana
$233K
DIP
2546
DT Investment Partners
Pennsylvania
$232K
RA
2547
Rise Advisors
New York
$232K
ABWM
2548
Alpine Bank Wealth Management
Colorado
$232K
ACA
2549
Atlas Capital Advisors
Wyoming
$232K
BFF
2550
Byrne Financial Freedom
Massachusetts
$232K