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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
SIA
1726
Soltis Investment Advisors
Utah
$962K
PFWA
1727
Paces Ferry Wealth Advisors
Georgia
$961K
FB
1728
First Bancorp
Maine
$956K
GSIAS
1729
Garden State Investment Advisory Services
New Jersey
$956K
CIG
1730
Cascade Investment Group
Colorado
$953K
TPW
1731
Talon Private Wealth
Florida
$949K
KIA
1732
Kraematon Investment Advisors
Massachusetts
$945K
RBFC
1733
Roman Butler Fullerton & Co
Missouri
$944K
NHC
1734
Nicholas Hoffman & Company
Georgia
$943K
HBW
1735
Hazlett, Burt & Watson
West Virginia
$943K
IWA
1736
Icon Wealth Advisors
Texas
$943K
FAM
1737
Formidable Asset Management
Ohio
$943K
HCM
1738
Howland Capital Management
Massachusetts
$942K
SCA
1739
STALEY CAPITAL ADVISERS
Pennsylvania
$939K
AWAU
1740
Alliance Wealth Advisors (Utah)
Utah
$938K
AP
1741
Americana Partners
Texas
$934K
EMC
1742
Everest Management Corp
California
$929K
VCM
1743
Virtue Capital Management
Tennessee
$927K
PR
1744
Payden & Rygel
California
$927K
KSB
1745
Kennebec Savings Bank
Maine
$924K
WPW
1746
Waldron Private Wealth
Pennsylvania
$923K
MFA
1747
Mayflower Financial Advisors
Massachusetts
$923K
CS
1748
Crescent Sterling
Louisiana
$917K
AWAG
1749
ARS Wealth Advisors Group
Florida
$917K
KA
1750
Klingman & Associates
New York
$915K