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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
CPC
3076
Consolidated Planning Corp
Georgia
CWM
3077
Challenger Wealth Management
California
TWM
3078
Tanager Wealth Management
United Kingdom
CWM
3079
Cherrydale Wealth Management
New Jersey
MAG
3080
MRA Advisory Group
New Jersey
AIM
3081
Acropolis Investment Management
Missouri
GFPC
3082
Global Financial Private Client
Florida
SFG
3083
Stonebridge Financial Group
Pennsylvania
SCB
3084
Saudi Central Bank
Saudi Arabia
CWC
3085
Carolinas Wealth Consulting
North Carolina
SIM
3086
Studio Investment Management
Illinois
FWA
3087
FSC Wealth Advisors
New York
AF
3088
Abound Financial
California
RWM
3089
Ruedi Wealth Management
Illinois
ZRP
3090
Zynergy Retirement Planning
New Jersey
LAMC
3091
Longview Asset Management (California)
California
NI
3092
NCP Inc
California
WAG
3093
Wiser Advisor Group
Arizona
SIM
3094
Synergy Investment Management
Florida
CCM
3095
Cloud Capital Management
Washington
LB
3096
Legacy Bridge
Iowa
PAM
3097
Parvin Asset Management
South Dakota
LSV Asset Management
3098
LSV Asset Management
Illinois
WW
3099
Winnow Wealth
Texas
GWM
3100
Graybill Wealth Management
Illinois