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Salesforce

2,914 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, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,914
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
PWM
3001
Prosperity Wealth Management
California
NFA
3002
Northwest Financial Advisors
Virginia
PDL
3003
Portfolio Design Labs
California
OAM
3004
Oxford Asset Management
United Kingdom
DFCM
3005
Dark Forest Capital Management
Puerto Rico
EP
3006
Edgestream Partners
New Jersey
TSS
3007
Two Sigma Securities
New York
RAM
3008
Readystate Asset Management
Illinois
GMF
3009
Grace & Mercy Foundation
New York
HWM
3010
Howard Wealth Management
Connecticut
IWM
3011
Iams Wealth Management
Nebraska
LCM
3012
Landscape Capital Management
New Jersey
TA
3013
TrueWealth Advisors
Alabama
CCC
3014
Compass Capital Corp
Massachusetts
PFA
3015
Pathway Financial Advisors
Vermont
DA
3016
Drake & Associates
Wisconsin
OWA
3017
Outlook Wealth Advisors
Texas
TWP
3018
Tower Wealth Partners
Pennsylvania
AFW
3019
Avantra Family Wealth
Pennsylvania
IF
3020
Intrua Financial
Texas
MCM
3021
Massar Capital Management
Connecticut
WG
3022
Wealth Group
North Carolina
FIA
3023
FNY Investment Advisers
New York
PA
3024
Planning Alternatives
Michigan
VIM
3025
Vancity Investment Management
British Columbia, Canada