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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
SC
1701
Sierra Capital
Florida
$994K
PG
1702
Prostatis Group
Maryland
$993K
LAIC
1703
Lederer & Associates Investment Counsel
California
$991K
CAG
1704
Csenge Advisory Group
Florida
$989K
MAM
1705
MWA Asset Management
Massachusetts
$989K
CWM
1706
Connecticut Wealth Management
Connecticut
$988K
OPW
1707
Oxler Private Wealth
New York
$986K
DWAM
1708
Duncan Williams Asset Management
Tennessee
$986K
TPWA
1709
Twin Peaks Wealth Advisors
California
$985K
CSA
1710
Cottage Street Advisors
Massachusetts
$984K
NIWA
1711
New Insight Wealth Advisors
California
$984K
BWA
1712
Bordeaux Wealth Advisors
California
$984K
MIM
1713
Moseley Investment Management
Florida
$982K
SGI
1714
Summit Global Investments
Utah
$981K
RBC
1715
Romano Brothers & Co
Illinois
$981K
SIG
1716
Sky Investment Group
Connecticut
$980K
SFC
1717
SYM Financial Corp
Indiana
$979K
SIG
1718
Sargent Investment Group
Maryland
$976K
NAG
1719
Northstar Advisory Group
New Jersey
$976K
MAWA
1720
Moss Adams Wealth Advisors
Washington
$975K
AA
1721
Advisory Alpha
Michigan
$974K
PA
1722
Probity Advisors
Texas
$973K
CWP
1723
Curated Wealth Partners
California
$970K
SIA
1724
Soltis Investment Advisors
Utah
$962K
PFWA
1725
Paces Ferry Wealth Advisors
Georgia
$961K