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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
UW
1151
Unique Wealth
Florida
$2.81M
VAS
1152
Vestmark Advisory Solutions
Massachusetts
$2.81M
KWA
1153
Kingswood Wealth Advisors
California
$2.81M
BHA
1154
Beech Hill Advisors
New York
$2.79M
DAS
1155
Diversify Advisory Services
Utah
$2.79M
UBG
1156
United Bank (Georgia)
Georgia
$2.78M
IFWM
1157
Institute for Wealth Management
Colorado
$2.78M
GIS
1158
Graphene Investments SAS
France
$2.75M
AFC
1159
AFT Forsyth & Company
Florida
$2.75M
MGIA
1160
Moneta Group Investment Advisors
Missouri
$2.74M
PPWP
1161
Premier Path Wealth Partners
New Jersey
$2.74M
TIA
1162
Tiemann Investment Advisors
California
$2.73M
SWM
1163
Sculati Wealth Management
Michigan
$2.73M
CPC
1164
CFC Planning Company
Indiana
$2.73M
HIM
1165
Hillsdale Investment Management
Ontario, Canada
$2.73M
BRG
1166
Bay Rivers Group
Virginia
$2.73M
CHCM
1167
Columbus Hill Capital Management
New Jersey
$2.73M
SAG
1168
SageView Advisory Group
California
$2.72M
BTI
1169
Blue Trust Inc
Georgia
$2.71M
ZF
1170
Zhang Financial
Michigan
$2.71M
CBA
1171
Coastal Bridge Advisors
Connecticut
$2.71M
MG
1172
Mather Group
Illinois
$2.7M
BCM
1173
Beck Capital Management
Texas
$2.7M
EWM
1174
Empirical Wealth Management
Washington
$2.7M
TPW
1175
Transatlantique Private Wealth
New York
$2.7M