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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
OFW
2626
Omnia Family Wealth
Florida
$205K
IA
2627
Intellus Advisors
Florida
$205K
AWM
2628
Abound Wealth Management
Tennessee
$204K
GA
2629
GoalVest Advisory
New York
$204K
GIA
2630
Guyasuta Investment Advisors
Pennsylvania
$204K
WDL
2631
Well Done LLC
Michigan
$203K
GWM
2632
GSB Wealth Management
Connecticut
$203K
USWIA
2633
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K
GSIS
2634
Global Strategic Investment Solutions
Arizona
$203K
NIP
2635
Nicholas Investment Partners
California
$203K
VHAM
2636
Van Hulzen Asset Management
California
$202K
1WM
2637
1900 Wealth Management
Texas
$202K
PSF
2638
Pacific Sun Financial
California
$202K
AM
2639
Account Management
Massachusetts
$202K
LFS
2640
Legacy Financial Strategies
Kansas
$202K
SIAP
2641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
AC
2642
Avory & Company
Florida
$201K
AWG
2643
Altus Wealth Group
Colorado
$201K
MWS
2644
MFA Wealth Services
California
$200K
VCP
2645
Vista Capital Partners
Oregon
$200K
AF
2646
Affiance Financial
Minnesota
$200K
FRA
2647
Front Row Advisors
California
$197K
HFS
2648
Hughes Financial Services
Virginia
$194K
C
2649
Covestor
United Kingdom
$193K
BCM
2650
Blume Capital Management
California
$185K