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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
BHWM
2676
Beaird Harris Wealth Management
Texas
$119K
NC
2677
NewSquare Capital
Pennsylvania
$116K
IHWM
2678
Iron Horse Wealth Management
Iowa
$115K
TIM
2679
Total Investment Management
Arizona
$115K
OAJ
2680
Ogorek Anthony Joseph
New York
$115K
FMP
2681
Financial Management Professionals
Texas
$112K
AP
2682
Atwood & Palmer
Missouri
$111K
RPA
2683
Redwood Park Advisors
California
$111K
DFA
2684
DHJJ Financial Advisors
Illinois
$110K
KIG
2685
Kessler Investment Group
Indiana
$109K
FDCP
2686
Foster Dykema Cabot & Partners
Massachusetts
$109K
EPW
2687
Evergreen Private Wealth
Colorado
$108K
PWA
2688
Provenance Wealth Advisors
Florida
$106K
PWMG
2689
Private Wealth Management Group
New Jersey
$105K
CPG
2690
Cornerstone Planning Group
New Jersey
$104K
BBPWM
2691
Blue Bell Private Wealth Management
Pennsylvania
$104K
AWM
2692
Activest Wealth Management
Florida
$104K
FIM
2693
FWL Investment Management
Texas
$104K
FDW
2694
Fourth Dimension Wealth
Ohio
$103K
SWIM
2695
Smallwood Wealth Investment Management
New Jersey
$100K
BL
2696
BFSG LLC
California
$98.7K
WSC
2697
Wellington Shields & Co
New York
$98.4K
BGAI
2698
Bruce G. Allen Investments
Colorado
$98.4K
PWA
2699
Physician Wealth Advisors
Utah
$97.6K
CWM
2700
Consultiva Wealth Management
Puerto Rico
$95.7K