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Salesforce

2,919 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, 1,375 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
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
SFA
1701
Souders Financial Advisors
Ohio
$997K
CSPIA
1702
Cary Street Partners Investment Advisory
Virginia
$996K
SC
1703
Sierra Capital
Florida
$994K
PG
1704
Prostatis Group
Maryland
$993K
LAIC
1705
Lederer & Associates Investment Counsel
California
$991K
CAG
1706
Csenge Advisory Group
Florida
$989K
MAM
1707
MWA Asset Management
Massachusetts
$989K
CWM
1708
Connecticut Wealth Management
Connecticut
$988K
OPW
1709
Oxler Private Wealth
New York
$986K
DWAM
1710
Duncan Williams Asset Management
Tennessee
$986K
TPWA
1711
Twin Peaks Wealth Advisors
California
$985K
CSA
1712
Cottage Street Advisors
Massachusetts
$984K
NIWA
1713
New Insight Wealth Advisors
California
$984K
BWA
1714
Bordeaux Wealth Advisors
California
$984K
MIM
1715
Moseley Investment Management
Florida
$982K
SGI
1716
Summit Global Investments
Utah
$981K
RBC
1717
Romano Brothers & Co
Illinois
$981K
SIG
1718
Sky Investment Group
Connecticut
$980K
SFC
1719
SYM Financial Corp
Indiana
$979K
SIG
1720
Sargent Investment Group
Maryland
$976K
NAG
1721
Northstar Advisory Group
New Jersey
$976K
MAWA
1722
Moss Adams Wealth Advisors
Washington
$975K
AA
1723
Advisory Alpha
Michigan
$974K
PA
1724
Probity Advisors
Texas
$973K
CWP
1725
Curated Wealth Partners
California
$970K