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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
BWM
3001
Bosman Wealth Management
California
GCP
3002
Garda Capital Partners
Minnesota
PWM
3003
Prosperity Wealth Management
California
NFA
3004
Northwest Financial Advisors
Virginia
PDL
3005
Portfolio Design Labs
California
OAM
3006
Oxford Asset Management
United Kingdom
DFCM
3007
Dark Forest Capital Management
Puerto Rico
EP
3008
Edgestream Partners
New Jersey
TSS
3009
Two Sigma Securities
New York
RAM
3010
Readystate Asset Management
Illinois
GMF
3011
Grace & Mercy Foundation
New York
HWM
3012
Howard Wealth Management
Connecticut
IWM
3013
Iams Wealth Management
Nebraska
LCM
3014
Landscape Capital Management
New Jersey
TA
3015
TrueWealth Advisors
Alabama
CCC
3016
Compass Capital Corp
Massachusetts
PFA
3017
Pathway Financial Advisors
Vermont
DA
3018
Drake & Associates
Wisconsin
OWA
3019
Outlook Wealth Advisors
Texas
TWP
3020
Tower Wealth Partners
Pennsylvania
AFW
3021
Avantra Family Wealth
Pennsylvania
IF
3022
Intrua Financial
Texas
MCM
3023
Massar Capital Management
Connecticut
WG
3024
Wealth Group
North Carolina
FIA
3025
FNY Investment Advisers
New York