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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
NDSI
1626
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M
PCS
1627
Personal CFO Solutions
New Jersey
$1.14M
DA
1628
Doliver Advisors
Texas
$1.14M
LCM
1629
LCM Capital Management
Illinois
$1.14M
AF
1630
Aldebaran Financial
$1.14M
LAM
1631
L2 Asset Management
Massachusetts
$1.14M
IIM
1632
Ipswich Investment Management
Massachusetts
$1.14M
RMP
1633
Richards, Merrill & Peterson
Washington
$1.14M
DCM
1634
Dudley Capital Management
Virginia
$1.14M
DJYG
1635
David J. Yvars Group
Florida
$1.14M
KCFA
1636
Key Client Fiduciary Advisors
New Jersey
$1.13M
SSWM
1637
Strait & Sound Wealth Management
California
$1.13M
GCA
1638
Gallagher Capital Advisors
Texas
$1.13M
OWA
1639
Octavia Wealth Advisors
Ohio
$1.13M
PA
1640
PFG Advisors
Arizona
$1.13M
OPTFSNA
1641
Old Point Trust & Financial Services N A
Virginia
$1.12M
AFP
1642
Ausdal Financial Partners
Iowa
$1.12M
CAM
1643
Congress Asset Management
Massachusetts
$1.12M
AIC
1644
Argus Investors Counsel
New York
$1.12M
GKWIM
1645
Gerber Kawasaki Wealth & Investment Management
California
$1.11M
CC
1646
Copperleaf Capital
North Carolina
$1.11M
BWP
1647
BSW Wealth Partners
Colorado
$1.11M
WHC
1648
Wulff, Hansen & Co
California
$1.11M
GWS
1649
Greykasell Wealth Strategies
California
$1.11M
BIM
1650
Bridges Investment Management
Nebraska
$1.1M