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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
AC
1101
Avestar Capital
New York
$3.18M
WWM
1102
Western Wealth Management
Colorado
$3.17M
GI
1103
GS Investments
Minnesota
$3.16M
CGL
1104
Clarius Group LLC
Washington
$3.16M
MCM
1105
Mainstay Capital Management
Michigan
$3.15M
EWM
1106
Elite Wealth Management
Washington
$3.13M
IAS
1107
Insigneo Advisory Services
Florida
$3.12M
CCG
1108
Ceeto Capital Group
Florida
$3.12M
CNBT
1109
Canandaigua National Bank & Trust
New York
$3.11M
HT
1110
Headlands Technologies
Illinois
$3.1M
RC
1111
Roundview Capital
New Jersey
$3.09M
PGFC
1112
Peapack-Gladstone Financial Corp
New Jersey
$3.08M
HFRG
1113
Houlihan Financial Resource Group
Virginia
$3.08M
HCM
1114
Howard Capital Management
Georgia
$3.07M
SCM
1115
SCS Capital Management
Massachusetts
$3.07M
1WA
1116
180 Wealth Advisors
Washington
$3.06M
OFS
1117
OMC Financial Services
New York
$3.06M
GWMIA
1118
Global Wealth Management Investment Advisory
Florida
$3.05M
HS
1119
HighVista Strategies
Massachusetts
$3.05M
CPBTD
1120
Central Pacific Bank - Trust Division
Hawaii
$3.04M
VAS
1121
Valicenti Advisory Services
New York
$3.04M
SI
1122
Scharf Investments
California
$3.03M
NS
1123
NBC Securities
Alabama
$3.03M
CWM
1124
Cabot Wealth Management
Massachusetts
$3.03M
AWM
1125
Axxcess Wealth Management
California
$3.03M