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Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
PJWM
2526
Philip James Wealth Mangement
Georgia
$238K
GGA
2527
Granite Group Advisors
Connecticut
$238K
EC
2528
EntryPoint Capital
New York
$238K
FF
2529
Foronjy Financial
California
$237K
AIM
2530
Arcadia Investment Management
Michigan
$237K
PFG
2531
PAX Financial Group
Texas
$237K
ONSWM
2532
Old North State Wealth Management
North Carolina
$237K
PWM
2533
Puff Wealth Management
New Jersey
$234K
AWA
2534
Aletheian Wealth Advisors
Washington
$234K
ITIM
2535
Indiana Trust & Investment Management
Indiana
$234K
HWM
2536
Hobbs Wealth Management
Indiana
$234K
CFS
2537
Coordinated Financial Services
Colorado
$234K
BCM
2538
Brown Capital Management
Maryland
$234K
IIA
2539
Integral Investment Advisors
California
$234K
CWA
2540
Centennial Wealth Advisory
Michigan
$233K
WWM
2541
Whalen Wealth Management
Nevada
$233K
IFPG
2542
Intrepid Financial Planning Group
Indiana
$233K
DIP
2543
DT Investment Partners
Pennsylvania
$232K
RA
2544
Rise Advisors
New York
$232K
ABWM
2545
Alpine Bank Wealth Management
Colorado
$232K
ACA
2546
Atlas Capital Advisors
Wyoming
$232K
BFF
2547
Byrne Financial Freedom
Massachusetts
$232K
CAL
2548
Capital Advisors Ltd
Ohio
$230K
OPA
2549
Old Port Advisors
Maine
$230K
HWA
2550
Heritage Wealth Advisors
Virginia
$229K