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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
AWM
2701
Activest Wealth Management
Florida
$104K
FIM
2702
FWL Investment Management
Texas
$104K
FDW
2703
Fourth Dimension Wealth
Ohio
$103K
SWIM
2704
Smallwood Wealth Investment Management
New Jersey
$100K
BL
2705
BFSG LLC
California
$98.7K
WSC
2706
Wellington Shields & Co
New York
$98.4K
BGAI
2707
Bruce G. Allen Investments
Colorado
$98.4K
PWA
2708
Physician Wealth Advisors
Utah
$97.6K
CWM
2709
Consultiva Wealth Management
Puerto Rico
$95.7K
FPB
2710
First PREMIER Bank
South Dakota
$95K
CAM
2711
Creekmur Asset Management
Illinois
$90.8K
SAM
2712
Sherman Asset Management
California
$90.8K
NEWAS
2713
N.E.W. Advisory Services
Wisconsin
$90.4K
ECM
2714
Estabrook Capital Management
New York
$90.3K
VC
2715
Vestor Capital
Illinois
$90K
LFASL
2716
Lugano Financial Advisors SA (LFA)
Switzerland
$90K
FP
2717
Financial Perspectives
Minnesota
$89.3K
RTL
2718
Red Tortoise LLC
Georgia
$87.7K
AAG
2719
Armstrong Advisory Group
Massachusetts
$87K
RFG
2720
REAP Financial Group
Texas
$85.6K
EPAM
2721
Evelyn Partners Asset Management
$85.4K
MLA
2722
MB, Levis & Associates
Pennsylvania
$84.8K
SSG
2723
Summit Securities Group
New York
$84.3K
UIA
2724
Ulland Investment Advisors
Minnesota
$84K
HFS
2725
Horizon Financial Services
North Carolina
$81.8K