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Salesforce

2,925 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 1,380 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,925
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
WTA
2526
Washington Trust Advisors
Massachusetts
$241K
BCM
2527
Boreal Capital Management
Florida
$241K
BFS
2528
Burkett Financial Services
South Carolina
$241K
FC
2529
Forte Capital
New York
$241K
WFA
2530
Wellspring Financial Advisors
Ohio
$240K
CV
2531
Counterweight Ventures
North Carolina
$240K
RFN
2532
RDA Financial Network
Iowa
$240K
TWM
2533
Tripletail Wealth Management
Florida
$238K
PJWM
2534
Philip James Wealth Mangement
Georgia
$238K
GGA
2535
Granite Group Advisors
Connecticut
$238K
EC
2536
EntryPoint Capital
New York
$238K
FF
2537
Foronjy Financial
California
$237K
AIM
2538
Arcadia Investment Management
Michigan
$237K
PFG
2539
PAX Financial Group
Texas
$237K
ONSWM
2540
Old North State Wealth Management
North Carolina
$237K
PWM
2541
Puff Wealth Management
New Jersey
$234K
AWA
2542
Aletheian Wealth Advisors
Washington
$234K
ITIM
2543
Indiana Trust & Investment Management
Indiana
$234K
HWM
2544
Hobbs Wealth Management
Indiana
$234K
CFS
2545
Coordinated Financial Services
Colorado
$234K
BCM
2546
Brown Capital Management
Maryland
$234K
IIA
2547
Integral Investment Advisors
California
$234K
CWA
2548
Centennial Wealth Advisory
Michigan
$233K
WWM
2549
Whalen Wealth Management
Nevada
$233K
IFPG
2550
Intrepid Financial Planning Group
Indiana
$233K