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Salesforce

2,913 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, 1,033 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,913
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
KWM
2751
Kiker Wealth Management
Georgia
$50.7K
GCM
2752
Gables Capital Management
Florida
$49.4K
BA
2753
Bellwether Advisors
Nebraska
$49.1K
KPP
2754
Kings Path Partners
Texas
$48K
DCM
2755
Disciplina Capital Management
Tennessee
$47.5K
VWM
2756
Vermillion Wealth Management
Minnesota
$47K
TFG
2757
Team Financial Group
California
$46.4K
EWP
2758
Elevation Wealth Partners
California
$45K
CI
2759
Clal Insurance
Israel
$45K
MG
2760
MilWealth Group
Wisconsin
$45K
FNWA
2761
Financial Network Wealth Advisors
Utah
$45K
POIA
2762
Pin Oak Investment Advisors
Texas
$44K
GK
2763
Graney & King
New York
$44K
SO
2764
Sierra Ocean
California
$43.9K
RWS
2765
Retirement Wealth Solutions
Wisconsin
$43K
KG
2766
Kilter Group
New York
$41.7K
DRP
2767
Decker Retirement Planning
Utah
$40.9K
CAWM
2768
Capital A Wealth Management
Pennsylvania
$40.8K
WAM
2769
WFA Asset Management
Wisconsin
$40.7K
BSC
2770
Brown Shipley & Co
United Kingdom
$39.5K
PP
2771
Pacifica Partners
Canada
$39.4K
GJIA
2772
Glass Jacobson Investment Advisors
Maryland
$38.2K
MA
2773
MCF Advisors
Kentucky
$37.7K
PK
2774
Pflug Koory
Nebraska
$37.6K
VWA
2775
VSM Wealth Advisory
Maryland
$36.8K