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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
GFP
1901
Gryphon Financial Partners
Ohio
$685K
FA
1902
Fiduciary Alliance
South Carolina
$684K
WCM
1903
Windsor Capital Management
Arizona
$684K
CIAS
1904
Capital Investment Advisory Services
North Carolina
$681K
CRWM
1905
Castle Rock Wealth Management
California
$680K
Kayne Anderson Rudnick Investment Management
1906
Kayne Anderson Rudnick Investment Management
California
$679K
FFO
1907
Fortitude Family Office
Arizona
$678K
LA
1908
LVW Advisors
New York
$677K
KAM
1909
Karani Asset Management
New York
$677K
ST
1910
Smithfield Trust
Pennsylvania
$677K
GS
1911
GWN Securities
Florida
$674K
KCIC
1912
Kuhn & Co Investment Counsel
Illinois
$673K
KWMG
1913
King Wealth Management Group
Florida
$669K
PWMAG
1914
Pinnacle Wealth Management Advisory Group
New Jersey
$666K
WWM
1915
Waterway Wealth Management
Texas
$666K
AIMA
1916
Ables Iannone Moore & Associates
Georgia
$665K
IAIM
1917
International Assets Investment Management
Florida
$664K
CPW
1918
Catalyst Private Wealth
California
$663K
CRI
1919
Colonial River Investments
Virginia
$662K
MEG
1920
Millstone Evans Group
Colorado
$662K
MSA
1921
Marino Stram & Associates
Massachusetts
$661K
SMF
1922
Scott Marsh Financial
Utah
$661K
GWM
1923
Greenwich Wealth Management
Connecticut
$657K
KFA
1924
Kapstone Financial Advisors
Ohio
$657K
SC
1925
Soundwatch Capital
Connecticut
$654K