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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
PAG
3051
Poinciana Advisors Group
Florida
LWMM
3052
Legacy Wealth Management (Mississippi)
Mississippi
CC
3053
Corton Capital
Ontario, Canada
TWPM
3054
Total Wealth Planning & Management
Florida
JTWM
3055
Jackson Thornton Wealth Management
Alabama
SFC
3056
Strategic Financial Concepts
Texas
TWA
3057
TCI Wealth Advisors
Arizona
HAIM
3058
Hunter Associates Investment Management
Pennsylvania
AAM
3059
Austin Asset Management
Texas
RA
3060
Riversedge Advisors
Delaware
WWC
3061
Waypoint Wealth Counsel
Georgia
LAS
3062
LWM Advisory Services
Florida
GEM
3063
Global Endowment Management
North Carolina
KW
3064
Keyvantage Wealth
Pennsylvania
CFP
3065
Cascade Financial Partners
California
UFF
3066
USA Financial Formulas
Michigan
PCA
3067
Purkiss Capital Advisors
Connecticut
LWM
3068
Laidlaw Wealth Management
New York
RWI
3069
Red Wave Investments
Pennsylvania
MHWM
3070
Montz Harcus Wealth Management
Louisiana
CCG
3071
Catalina Capital Group
California
WA
3072
Wealthstar Advisors
Texas
CPC
3073
Consolidated Planning Corp
Georgia
CWM
3074
Challenger Wealth Management
California
TWM
3075
Tanager Wealth Management
United Kingdom