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Salesforce

2,920 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, 1,376 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,920
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
WAAG
1251
Wealth Alliance Advisory Group
Kansas
$2.29M
GL
1252
Graypoint LLC
New York
$2.29M
MSK
1253
Melissa S. Kampmann
$2.29M
CPW
1254
Cove Private Wealth
New York
$2.29M
SAM
1255
Steinberg Asset Management
New York
$2.28M
UB
1256
Umpqua Bank
Oregon
$2.27M
AWA
1257
Arete Wealth Advisors
Illinois
$2.27M
SIP
1258
Stoneridge Investment Partners
Pennsylvania
$2.27M
BCM
1259
Bridgeway Capital Management
Texas
$2.26M
LFA
1260
Legacy Financial Advisors
Kentucky
$2.25M
CAS
1261
CTC Alternative Strategies
Illinois
$2.24M
HT
1262
Heritage Trust
Oklahoma
$2.19M
PI
1263
PFG Investments
New York
$2.19M
EWM
1264
Elmwood Wealth Management
California
$2.18M
PWM
1265
Power Wealth Management
Georgia
$2.18M
FFL
1266
Future Fund LLC
Illinois
$2.18M
SFP
1267
Shepherd Financial Partners
Massachusetts
$2.18M
AA
1268
Ancora Advisors
Ohio
$2.17M
FWA
1269
FOCUS Wealth Advisors
Texas
$2.17M
SDIC
1270
South Dakota Investment Council
South Dakota
$2.16M
CPIG
1271
Chicago Partners Investment Group
Illinois
$2.16M
CVA
1272
Central Valley Advisors
California
$2.16M
SFM
1273
Signet Financial Management
New Jersey
$2.15M
CCM
1274
Chickasaw Capital Management
Tennessee
$2.15M
DA
1275
Dover Advisors
Virginia
$2.15M