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Salesforce

2,916 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, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,916
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
VWA
2826
Valued Wealth Advisors
Utah
$19.4K
BAM
2827
Bellevue Asset Management
Washington
$19.1K
DI
2828
DAGCO Inc
Ohio
$18.5K
RAM
2829
Riggs Asset Management
Pennsylvania
$18K
TIM
2830
Tortoise Investment Management
New York
$17.7K
TFA
2831
Transamerica Financial Advisors
Florida
$17.2K
TVWM
2832
Tower View Wealth Management
Wisconsin
$16.5K
ICM
2833
Islay Capital Management
Texas
$16.4K
MBFW
2834
Morton Brown Family Wealth
Pennsylvania
$16.4K
PP
2835
PFS Partners
New Jersey
$15.9K
DWM
2836
Dogwood Wealth Management
Kansas
$15.6K
MAS
2837
MPWM Advisory Solutions
Georgia
$15.6K
IWM
2838
IMG Wealth Management
Florida
$15.5K
PCC
2839
Park Circle Company
Maryland
$14.7K
CWM
2840
Centricity Wealth Management
Ohio
$14.5K
MCA
2841
Midwest Capital Advisors
Michigan
$14.5K
BFS
2842
Bare Financial Services
Pennsylvania
$14.5K
PA
2843
Pineridge Advisors
Missouri
$14.2K
MFC
2844
Mechanics Financial Corp
Ohio
$13.6K
CB
2845
Centennial Bank
Arkansas
$13.6K
DWA
2846
Delos Wealth Advisors
Texas
$13.6K
WCM
2847
WealthTrak Capital Management
Virginia
$13.4K
PP
2848
PrairieView Partners
Minnesota
$13K
EA
2849
Evolution Advisers
Virginia
$13K
CMP
2850
Coston McIsaac & Partners
Maine
$13K