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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
RWM
2751
RMG Wealth Management
Wisconsin
$52K
MSWA
2752
Marshall & Sterling Wealth Advisors
New York
$51.9K
BTC
2753
Bank & Trust Company
Illinois
$51.8K
PMFA
2754
Plante Moran Financial Advisors
Michigan
$51.6K
CWM
2755
Cedar Wealth Management
California
$51K
KWM
2756
Kiker Wealth Management
Georgia
$50.7K
GCM
2757
Gables Capital Management
Florida
$49.4K
BA
2758
Bellwether Advisors
Nebraska
$49.1K
KPP
2759
Kings Path Partners
Texas
$48K
DCM
2760
Disciplina Capital Management
Tennessee
$47.5K
VWM
2761
Vermillion Wealth Management
Minnesota
$47K
TFG
2762
Team Financial Group
California
$46.4K
EWP
2763
Elevation Wealth Partners
California
$45K
CI
2764
Clal Insurance
Israel
$45K
MG
2765
MilWealth Group
Wisconsin
$45K
FNWA
2766
Financial Network Wealth Advisors
Utah
$45K
POIA
2767
Pin Oak Investment Advisors
Texas
$44K
GK
2768
Graney & King
New York
$44K
SO
2769
Sierra Ocean
California
$43.9K
RWS
2770
Retirement Wealth Solutions
Wisconsin
$43K
KG
2771
Kilter Group
New York
$41.7K
DRP
2772
Decker Retirement Planning
Utah
$40.9K
CAWM
2773
Capital A Wealth Management
Pennsylvania
$40.8K
WAM
2774
WFA Asset Management
Wisconsin
$40.7K
BSC
2775
Brown Shipley & Co
United Kingdom
$39.5K