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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
HFM
2751
Hartford Financial Management
Connecticut
$55.1K
BIM
2752
Breakwater Investment Management
Washington
$54.5K
GBA
2753
Garrison Bradford & Associates
New York
$54.5K
GIA
2754
GHP Investment Advisors
Colorado
$53K
CAC
2755
Core Alternative Capital
Georgia
$52.1K
RWM
2756
RMG Wealth Management
Wisconsin
$52K
MSWA
2757
Marshall & Sterling Wealth Advisors
New York
$51.9K
BTC
2758
Bank & Trust Company
Illinois
$51.8K
PMFA
2759
Plante Moran Financial Advisors
Michigan
$51.6K
CWM
2760
Cedar Wealth Management
California
$51K
KWM
2761
Kiker Wealth Management
Georgia
$50.7K
GCM
2762
Gables Capital Management
Florida
$49.4K
BA
2763
Bellwether Advisors
Nebraska
$49.1K
KPP
2764
Kings Path Partners
Texas
$48K
DCM
2765
Disciplina Capital Management
Tennessee
$47.5K
VWM
2766
Vermillion Wealth Management
Minnesota
$47K
TFG
2767
Team Financial Group
California
$46.4K
EWP
2768
Elevation Wealth Partners
California
$45K
CI
2769
Clal Insurance
Israel
$45K
MG
2770
MilWealth Group
Wisconsin
$45K
FNWA
2771
Financial Network Wealth Advisors
Utah
$45K
POIA
2772
Pin Oak Investment Advisors
Texas
$44K
GK
2773
Graney & King
New York
$44K
SO
2774
Sierra Ocean
California
$43.9K
RWS
2775
Retirement Wealth Solutions
Wisconsin
$43K