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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
PSB
2876
Piscataqua Savings Bank
New Hampshire
$6.82K
MWM
2877
MorganRosel Wealth Management
Colorado
$6.54K
JGIA
2878
Jackson Grant Investment Advisers
Connecticut
$6K
PWM
2879
Parkworth Wealth Management
California
$6K
DWM
2880
Darwin Wealth Management
Florida
$5.74K
VWWMG
2881
Vermillion & White Wealth Management Group
Pennsylvania
$5.18K
PS
2882
PayPay Securities
Japan
$4.91K
CWM
2883
Copia Wealth Management
Oregon
$4.64K
SC
2884
Stephens Consulting
Michigan
$4.36K
LAM
2885
Lummis Asset Management
Texas
$4.36K
CAM
2886
Costello Asset Management
Pennsylvania
$4.12K
TCM
2887
TruNorth Capital Management
Michigan
$4.09K
LC
2888
Luminist Capital
Michigan
$4.08K
PCM
2889
Perritt Capital Management
Illinois
$3.83K
HIMS
2890
Hager Investment Management Services
New Hampshire
$3.54K
HWM
2891
HighMark Wealth Management
Minnesota
$3.54K
WOC
2892
West Oak Capital
California
$3.5K
ACM
2893
Anfield Capital Management
California
$3.27K
WOSD
2894
WFA of San Diego
California
$3.27K
FC
2895
Family CFO
California
$3K
FS
2896
Financially Speaking
Colorado
$3K
MAM
2897
Morse Asset Management
Connecticut
$2.73K
1NWS
2898
1 North Wealth Services
Maryland
$2.73K
TLCM
2899
Twin Lakes Capital Management
California
$2.2K
FWA
2900
Flagship Wealth Advisors
Massachusetts
$2.18K