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Salesforce

2,925 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 1,380 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,925
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
LA
3051
LexAurum Advisors
Kansas
ICA
3052
Infrastructure Capital Advisors
New York
SPWM
3053
Spartan Planning & Wealth Management
North Carolina
KRW
3054
Kaufman Rossin Wealth
Florida
ACP
3055
Aveo Capital Partners
Colorado
SICM
3056
Sustainable Insight Capital Management
New York
AWM
3057
Ariadne Wealth Management
California
RPGK
3058
Retirement Planning Group (Kansas)
Kansas
SNBOSD
3059
Security National Bank of So Dak
Iowa
1WM
3060
1858 Wealth Management
Ohio
LJAC
3061
L.J. Altfest & Co
New York
PAG
3062
Poinciana Advisors Group
Florida
LWMM
3063
Legacy Wealth Management (Mississippi)
Mississippi
CC
3064
Corton Capital
Ontario, Canada
TWPM
3065
Total Wealth Planning & Management
Florida
JTWM
3066
Jackson Thornton Wealth Management
Alabama
SFC
3067
Strategic Financial Concepts
Texas
TWA
3068
TCI Wealth Advisors
Arizona
HAIM
3069
Hunter Associates Investment Management
Pennsylvania
AAM
3070
Austin Asset Management
Texas
RA
3071
Riversedge Advisors
Delaware
WWC
3072
Waypoint Wealth Counsel
Georgia
LAS
3073
LWM Advisory Services
Florida
GEM
3074
Global Endowment Management
North Carolina
KW
3075
Keyvantage Wealth
Pennsylvania