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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
SIAP
2651
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
AC
2652
Avory & Company
Florida
$201K
AWG
2653
Altus Wealth Group
Colorado
$201K
MWS
2654
MFA Wealth Services
California
$200K
VCP
2655
Vista Capital Partners
Oregon
$200K
AF
2656
Affiance Financial
Minnesota
$200K
FRA
2657
Front Row Advisors
California
$197K
HFS
2658
Hughes Financial Services
Virginia
$194K
C
2659
Covestor
United Kingdom
$193K
BCM
2660
Blume Capital Management
California
$185K
NWM
2661
Nova Wealth Management
Florida
$182K
FCAS
2662
First Command Advisory Services
Texas
$179K
LC
2663
L1 Capital
Australia
$177K
DCBT
2664
Dakota Community Bank & Trust
North Dakota
$174K
BCPWM
2665
Bradley & Co Private Wealth Management
Florida
$169K
BOJHT
2666
Bank of Jackson Hole Trust
Wyoming
$167K
HDIM
2667
Hanson & Doremus Investment Management
Vermont
$166K
TF
2668
Tompkins Financial
New York
$156K
CL
2669
CSS LLC
Illinois
$153K
JWA
2670
JFS Wealth Advisors
Pennsylvania
$150K
PWAM
2671
Private Wealth Asset Management
Iowa
$149K
BDL
2672
Banque de Luxembourg
Luxembourg
$148K
PW
2673
Pandora Wealth
Illinois
$145K
OC
2674
Oakworth Capital
Alabama
$142K
MWM
2675
Mascoma Wealth Management
New Hampshire
$141K