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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
BGAI
2701
Bruce G. Allen Investments
Colorado
$98.4K
PWA
2702
Physician Wealth Advisors
Utah
$97.6K
CWM
2703
Consultiva Wealth Management
Puerto Rico
$95.7K
FPB
2704
First PREMIER Bank
South Dakota
$95K
CAM
2705
Creekmur Asset Management
Illinois
$90.8K
SAM
2706
Sherman Asset Management
California
$90.8K
NEWAS
2707
N.E.W. Advisory Services
Wisconsin
$90.4K
ECM
2708
Estabrook Capital Management
New York
$90.3K
VC
2709
Vestor Capital
Illinois
$90K
LFASL
2710
Lugano Financial Advisors SA (LFA)
Switzerland
$90K
FP
2711
Financial Perspectives
Minnesota
$89.3K
FAM
2712
Flaharty Asset Management
Florida
$88.4K
RTL
2713
Red Tortoise LLC
Georgia
$87.7K
AAG
2714
Armstrong Advisory Group
Massachusetts
$87K
RFG
2715
REAP Financial Group
Texas
$85.6K
EPAM
2716
Evelyn Partners Asset Management
$85.4K
MLA
2717
MB, Levis & Associates
Pennsylvania
$84.8K
SSG
2718
Summit Securities Group
New York
$84.3K
UIA
2719
Ulland Investment Advisors
Minnesota
$84K
HFS
2720
Horizon Financial Services
North Carolina
$81.8K
WA
2721
WPG Advisers
Maryland
$81.5K
PWMG
2722
Prestige Wealth Management Group
New Jersey
$79.7K
MHR
2723
Matthew Hamilton Rosenberg
$79.6K
PSFG
2724
Park Square Financial Group
Georgia
$78K
SHIM
2725
Stone House Investment Management
Pennsylvania
$77.7K