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