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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
CP
1401
Canopy Partners
Ohio
$1.73M
EI
1402
Ellevest Inc
New York
$1.72M
SOW
1403
State of Wyoming
Wyoming
$1.71M
AAP
1404
Arax Advisory Partners
Colorado
$1.71M
KFS
1405
Kaizen Financial Strategies
California
$1.71M
CWM
1406
Castle Wealth Management
Florida
$1.7M
AAM
1407
Augustine Asset Management
Florida
$1.7M
TAM
1408
Tealwood Asset Management
Minnesota
$1.7M
LAM
1409
LOM Asset Management
$1.7M
NAMNJ
1410
NorthStar Asset Management (New Jersey)
New Jersey
$1.69M
BFS
1411
Bard Financial Services
Connecticut
$1.69M
DCA
1412
DSG Capital Advisors
Minnesota
$1.69M
JSW
1413
Journey Strategic Wealth
New Jersey
$1.68M
NG
1414
Norden Group
Utah
$1.68M
GXJ
1415
Global X Japan
Japan
$1.68M
SP
1416
Stablepoint Partners
Massachusetts
$1.67M
PIA
1417
Perennial Investment Advisors
California
$1.67M
SW
1418
Simplicity Wealth
New Jersey
$1.67M
QWM
1419
Quadcap Wealth Management
Texas
$1.67M
DFA
1420
Delta Financial Advisors
Louisiana
$1.66M
PPC
1421
Park Place Capital
Alabama
$1.66M
SMTF
1422
Sphera Management Technology Funds
Israel
$1.65M
CCG
1423
Cypress Capital Group
Florida
$1.65M
TPWA
1424
TRUE Private Wealth Advisors
Oregon
$1.64M
MFG
1425
MidWestOne Financial Group
Iowa
$1.64M