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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
SNBOSD
3051
Security National Bank of So Dak
Iowa
1WM
3052
1858 Wealth Management
Ohio
LJAC
3053
L.J. Altfest & Co
New York
PAG
3054
Poinciana Advisors Group
Florida
LWMM
3055
Legacy Wealth Management (Mississippi)
Mississippi
CC
3056
Corton Capital
Ontario, Canada
TWPM
3057
Total Wealth Planning & Management
Florida
JTWM
3058
Jackson Thornton Wealth Management
Alabama
SFC
3059
Strategic Financial Concepts
Texas
TWA
3060
TCI Wealth Advisors
Arizona
HAIM
3061
Hunter Associates Investment Management
Pennsylvania
AAM
3062
Austin Asset Management
Texas
RA
3063
Riversedge Advisors
Delaware
WWC
3064
Waypoint Wealth Counsel
Georgia
LAS
3065
LWM Advisory Services
Florida
GEM
3066
Global Endowment Management
North Carolina
KW
3067
Keyvantage Wealth
Pennsylvania
CFP
3068
Cascade Financial Partners
California
UFF
3069
USA Financial Formulas
Michigan
PCA
3070
Purkiss Capital Advisors
Connecticut
LWM
3071
Laidlaw Wealth Management
New York
RWI
3072
Red Wave Investments
Pennsylvania
MHWM
3073
Montz Harcus Wealth Management
Louisiana
CCG
3074
Catalina Capital Group
California
WA
3075
Wealthstar Advisors
Texas