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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
OA
2801
Operose Advisors
Wisconsin
$26.2K
CTWM
2802
Cherry Tree Wealth Management
Minnesota
$25.9K
RA
2803
RiverPark Advisors
New York
$25.6K
FWM
2804
FSA Wealth Management
Massachusetts
$25.5K
SIS
2805
Strategic Investment Solutions
Illinois
$25.4K
API
2806
Asset Planning Inc
California
$25.4K
PPA
2807
Painted Porch Advisors
California
$24.5K
TCM
2808
Tradewinds Capital Management
Washington
$24.3K
CFS
2809
Compass Financial Services
Iowa
$24.3K
AIM
2810
Access Investment Management
Georgia
$24.3K
TWD
2811
True Wealth Design
Ohio
$23.6K
DPW
2812
DiNuzzo Private Wealth
Pennsylvania
$23.5K
PC
2813
Promus Capital
Illinois
$23.5K
RTC
2814
Riverview Trust Company
Washington
$23.2K
SC
2815
Steph & Co
Wisconsin
$22.9K
RFA
2816
Reyes Financial Architecture
California
$22.1K
AWM
2817
Accredited Wealth Management
Kentucky
$21.8K
GWM
2818
Gitterman Wealth Management
New Jersey
$21.5K
OLVIG
2819
Oliver Lagore Vanvalin Investment Group
Michigan
$21.5K
LWMI
2820
Legacy Wealth Management (Idaho)
Idaho
$21.3K
LIS
2821
Legacy Investment Solutions
Idaho
$21.3K
DMKJ
2822
David M. Knott Jr
$21K
VWA
2823
Valued Wealth Advisors
Utah
$19.4K
BAM
2824
Bellevue Asset Management
Washington
$19.1K
DI
2825
DAGCO Inc
Ohio
$18.5K