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Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
PMFA
2751
Plante Moran Financial Advisors
Michigan
$51.6K
CWM
2752
Cedar Wealth Management
California
$51K
KWM
2753
Kiker Wealth Management
Georgia
$50.7K
GCM
2754
Gables Capital Management
Florida
$49.4K
BA
2755
Bellwether Advisors
Nebraska
$49.1K
KPP
2756
Kings Path Partners
Texas
$48K
DCM
2757
Disciplina Capital Management
Tennessee
$47.5K
VWM
2758
Vermillion Wealth Management
Minnesota
$47K
TFG
2759
Team Financial Group
California
$46.4K
EWP
2760
Elevation Wealth Partners
California
$45K
CI
2761
Clal Insurance
Israel
$45K
MG
2762
MilWealth Group
Wisconsin
$45K
FNWA
2763
Financial Network Wealth Advisors
Utah
$45K
POIA
2764
Pin Oak Investment Advisors
Texas
$44K
GK
2765
Graney & King
New York
$44K
SO
2766
Sierra Ocean
California
$43.9K
RWS
2767
Retirement Wealth Solutions
Wisconsin
$43K
KG
2768
Kilter Group
New York
$41.7K
DRP
2769
Decker Retirement Planning
Utah
$40.9K
CAWM
2770
Capital A Wealth Management
Pennsylvania
$40.8K
WAM
2771
WFA Asset Management
Wisconsin
$40.7K
BSC
2772
Brown Shipley & Co
United Kingdom
$39.5K
PP
2773
Pacifica Partners
Canada
$39.4K
GJIA
2774
Glass Jacobson Investment Advisors
Maryland
$38.2K
MA
2775
MCF Advisors
Kentucky
$37.7K