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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
WGC
1851
Watts Gwilliam & Co
Arizona
$748K
RWM
1852
Riverbend Wealth Management
South Carolina
$748K
FAM
1853
Fulcrum Asset Management
United Kingdom
$744K
TCM
1854
Teza Capital Management
Illinois
$743K
PWP
1855
Phillips Wealth Planners
Mississippi
$741K
YP
1856
YANKCOM Partnership
South Dakota
$740K
Fayez Sarofim & Co
1857
Fayez Sarofim & Co
Texas
$738K
CCA
1858
Childress Capital Advisors
Texas
$737K
MWA
1859
Midland Wealth Advisors
Illinois
$737K
CAWM
1860
Capital Advisors Wealth Management
Washington
$736K
PWM
1861
Prentice Wealth Management
New York
$736K
CWG
1862
Crown Wealth Group
North Carolina
$734K
AO
1863
Advisor OS
Illinois
$733K
CWG
1864
Cornerstone Wealth Group
North Carolina
$733K
RZH
1865
Relyea Zuckerberg Hanson
Connecticut
$731K
SFI
1866
SPC Financial Inc
Maryland
$723K
FWP
1867
FAS Wealth Partners
Kansas
$723K
OWP
1868
ORG Wealth Partners
Texas
$722K
GWM
1869
Gibbs Wealth Management
Georgia
$722K
AT
1870
Avalon Trust
New Mexico
$719K
HWMO
1871
Heritage Wealth Management (Ohio)
Ohio
$719K
TSW
1872
Three Seasons Wealth
Utah
$716K
SC
1873
Solstein Capital
California
$713K
EWM
1874
Evermay Wealth Management
Virginia
$712K
MFG
1875
Mainsail Financial Group
Washington
$711K