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Salesforce

2,914 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, 1,372 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,914
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
NC
2676
NewSquare Capital
Pennsylvania
$116K
IHWM
2677
Iron Horse Wealth Management
Iowa
$115K
TIM
2678
Total Investment Management
Arizona
$115K
OAJ
2679
Ogorek Anthony Joseph
New York
$115K
FMP
2680
Financial Management Professionals
Texas
$112K
AP
2681
Atwood & Palmer
Missouri
$111K
RPA
2682
Redwood Park Advisors
California
$111K
DFA
2683
DHJJ Financial Advisors
Illinois
$110K
KIG
2684
Kessler Investment Group
Indiana
$109K
FDCP
2685
Foster Dykema Cabot & Partners
Massachusetts
$109K
EPW
2686
Evergreen Private Wealth
Colorado
$108K
PWA
2687
Provenance Wealth Advisors
Florida
$106K
PWMG
2688
Private Wealth Management Group
New Jersey
$105K
CPG
2689
Cornerstone Planning Group
New Jersey
$104K
BBPWM
2690
Blue Bell Private Wealth Management
Pennsylvania
$104K
AWM
2691
Activest Wealth Management
Florida
$104K
FIM
2692
FWL Investment Management
Texas
$104K
FDW
2693
Fourth Dimension Wealth
Ohio
$103K
SWIM
2694
Smallwood Wealth Investment Management
New Jersey
$100K
BL
2695
BFSG LLC
California
$98.7K
WSC
2696
Wellington Shields & Co
New York
$98.4K
BGAI
2697
Bruce G. Allen Investments
Colorado
$98.4K
PWA
2698
Physician Wealth Advisors
Utah
$97.6K
CWM
2699
Consultiva Wealth Management
Puerto Rico
$95.7K
FPB
2700
First PREMIER Bank
South Dakota
$95K