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