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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
RFA
2826
Reyes Financial Architecture
California
$22.1K
AWM
2827
Accredited Wealth Management
Kentucky
$21.8K
GWM
2828
Gitterman Wealth Management
New Jersey
$21.5K
OLVIG
2829
Oliver Lagore Vanvalin Investment Group
Michigan
$21.5K
LWMI
2830
Legacy Wealth Management (Idaho)
Idaho
$21.3K
LIS
2831
Legacy Investment Solutions
Idaho
$21.3K
DMKJ
2832
David M. Knott Jr
$21K
Q1WB
2833
Quest 10 Wealth Builders
Virginia
$19.8K
VWA
2834
Valued Wealth Advisors
Utah
$19.4K
BAM
2835
Bellevue Asset Management
Washington
$19.1K
DI
2836
DAGCO Inc
Ohio
$18.5K
RAM
2837
Riggs Asset Management
Pennsylvania
$18K
TIM
2838
Tortoise Investment Management
New York
$17.7K
TFA
2839
Transamerica Financial Advisors
Florida
$17.2K
TVWM
2840
Tower View Wealth Management
Wisconsin
$16.5K
ICM
2841
Islay Capital Management
Texas
$16.4K
MBFW
2842
Morton Brown Family Wealth
Pennsylvania
$16.4K
PP
2843
PFS Partners
New Jersey
$15.9K
DWM
2844
Dogwood Wealth Management
Kansas
$15.6K
MAS
2845
MPWM Advisory Solutions
Georgia
$15.6K
IWM
2846
IMG Wealth Management
Florida
$15.5K
PCC
2847
Park Circle Company
Maryland
$14.7K
MCA
2848
Midwest Capital Advisors
Michigan
$14.5K
CWM
2849
Centricity Wealth Management
Ohio
$14.5K
BFS
2850
Bare Financial Services
Pennsylvania
$14.5K