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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
FAM
1851
Fulcrum Asset Management
United Kingdom
$744K
TCM
1852
Teza Capital Management
Illinois
$743K
PWP
1853
Phillips Wealth Planners
Mississippi
$741K
YP
1854
YANKCOM Partnership
South Dakota
$740K
Fayez Sarofim & Co
1855
Fayez Sarofim & Co
Texas
$738K
CCA
1856
Childress Capital Advisors
Texas
$737K
MWA
1857
Midland Wealth Advisors
Illinois
$737K
CAWM
1858
Capital Advisors Wealth Management
Washington
$736K
PWM
1859
Prentice Wealth Management
New York
$736K
CWG
1860
Crown Wealth Group
North Carolina
$734K
AO
1861
Advisor OS
Illinois
$733K
CWG
1862
Cornerstone Wealth Group
North Carolina
$733K
RZH
1863
Relyea Zuckerberg Hanson
Connecticut
$731K
SFI
1864
SPC Financial Inc
Maryland
$723K
FWP
1865
FAS Wealth Partners
Kansas
$723K
OWP
1866
ORG Wealth Partners
Texas
$722K
GWM
1867
Gibbs Wealth Management
Georgia
$722K
AT
1868
Avalon Trust
New Mexico
$719K
HWMO
1869
Heritage Wealth Management (Ohio)
Ohio
$719K
TSW
1870
Three Seasons Wealth
Utah
$716K
SC
1871
Solstein Capital
California
$713K
EWM
1872
Evermay Wealth Management
Virginia
$712K
MFG
1873
Mainsail Financial Group
Washington
$711K
OL
1874
OneFund LLC
Florida
$710K
CP
1875
Clarendon Private
Massachusetts
$710K