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Salesforce

2,919 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, 1,374 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
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
CSC
2676
Caldwell Sutter Capital
California
$128K
FFA
2677
Frazier Financial Advisors
Ohio
$127K
FCG
2678
Financial Connections Group
California
$126K
BHWM
2679
Beaird Harris Wealth Management
Texas
$119K
NC
2680
NewSquare Capital
Pennsylvania
$116K
IHWM
2681
Iron Horse Wealth Management
Iowa
$115K
TIM
2682
Total Investment Management
Arizona
$115K
OAJ
2683
Ogorek Anthony Joseph
New York
$115K
FMP
2684
Financial Management Professionals
Texas
$112K
AP
2685
Atwood & Palmer
Missouri
$111K
RPA
2686
Redwood Park Advisors
California
$111K
DFA
2687
DHJJ Financial Advisors
Illinois
$110K
KIG
2688
Kessler Investment Group
Indiana
$109K
FDCP
2689
Foster Dykema Cabot & Partners
Massachusetts
$109K
EPW
2690
Evergreen Private Wealth
Colorado
$108K
PWA
2691
Provenance Wealth Advisors
Florida
$106K
PWMG
2692
Private Wealth Management Group
New Jersey
$105K
CPG
2693
Cornerstone Planning Group
New Jersey
$104K
BBPWM
2694
Blue Bell Private Wealth Management
Pennsylvania
$104K
AWM
2695
Activest Wealth Management
Florida
$104K
FIM
2696
FWL Investment Management
Texas
$104K
FDW
2697
Fourth Dimension Wealth
Ohio
$103K
SWIM
2698
Smallwood Wealth Investment Management
New Jersey
$100K
BL
2699
BFSG LLC
California
$98.7K
WSC
2700
Wellington Shields & Co
New York
$98.4K