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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
CCG
1501
Coastwise Capital Group
California
$1.42M
BA
1502
Bristlecone Advisors
Washington
$1.41M
AWMT
1503
AAFMAA Wealth Management & Trust
North Carolina
$1.41M
VWM
1504
VCI Wealth Management
Missouri
$1.41M
CWP
1505
Capital Wealth Planning
Florida
$1.41M
AFAS
1506
Acorn Financial Advisory Services
Virginia
$1.4M
WRPWM
1507
Werba Rubin Papier Wealth Management
California
$1.4M
CCP
1508
Cunning Capital Partners
North Carolina
$1.4M
BCM
1509
BluePath Capital Management
Georgia
$1.4M
1M
1510
1248 Management
Missouri
$1.4M
PP
1511
PDS Planning
Ohio
$1.39M
RB
1512
Renasant Bank
Mississippi
$1.39M
CAM
1513
Carret Asset Management
New York
$1.39M
DWM
1514
Drive Wealth Management
Utah
$1.39M
GIP
1515
Granite Investment Partners
California
$1.39M
FC
1516
Fjell Capital
North Dakota
$1.39M
AL
1517
Aspiriant LLC
California
$1.39M
OIS
1518
Okabena Investment Services
Minnesota
$1.38M
QWP
1519
Quotient Wealth Partners
Texas
$1.38M
HSA
1520
HBK Sorce Advisory
Pennsylvania
$1.38M
PMG
1521
ProVise Management Group
Florida
$1.37M
Walleye Trading
1522
Walleye Trading
New York
$1.37M
IIC
1523
Ironwood Investment Counsel
Arizona
$1.37M
KJHP
1524
K.J. Harrison & Partners
Ontario, Canada
$1.37M
SA
1525
Sovran Advisors
California
$1.36M