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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
SWIG
1751
Strategic Wealth Investment Group
Kentucky
$914K
EHWM
1752
Eads & Heald Wealth Management
Georgia
$911K
FFN
1753
Focus Financial Network
Minnesota
$911K
MMG
1754
Monetary Management Group
Missouri
$911K
NF
1755
Nvest Financial
New Hampshire
$908K
TGAM
1756
TBH Global Asset Management
Tennessee
$906K
GDP
1757
Great Diamond Partners
Maine
$905K
WC
1758
Westerkirk Capital
$905K
AGP
1759
Aspire Growth Partners
Florida
$904K
FCBT
1760
First Citizens Bank & Trust
North Carolina
$904K
MMPW
1761
Mitchell McLeod Pugh & Williams
Alabama
$902K
LCGC
1762
Legacy Capital Group California
California
$900K
TA
1763
TFG Advisers
Michigan
$898K
RFP
1764
Root Financial Partners
California
$896K
PWPS
1765
Pinnacle Wealth Planning Services
Ohio
$893K
CF
1766
Cyr Financial
Illinois
$893K
FFO
1767
Fiduciary Family Office
Florida
$892K
AWM
1768
Aprio Wealth Management
Georgia
$890K
RCA
1769
Roberts Capital Advisors
Colorado
$890K
CNTOF
1770
Canandaigua National Trust of Florida
New York
$890K
IA
1771
Integrity Alliance
Iowa
$887K
TWM
1772
Trueblood Wealth Management
Ohio
$885K
TCWA
1773
Turtle Creek Wealth Advisors
Texas
$885K
MIC
1774
Meridian Investment Counsel
California
$881K
DFC
1775
DB Fitzpatrick & Co
Idaho
$881K