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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
WCM
1901
Windsor Capital Management
Arizona
$684K
CIAS
1902
Capital Investment Advisory Services
North Carolina
$681K
CRWM
1903
Castle Rock Wealth Management
California
$680K
Kayne Anderson Rudnick Investment Management
1904
Kayne Anderson Rudnick Investment Management
California
$679K
FFO
1905
Fortitude Family Office
Arizona
$678K
LA
1906
LVW Advisors
New York
$677K
KAM
1907
Karani Asset Management
New York
$677K
ST
1908
Smithfield Trust
Pennsylvania
$677K
GS
1909
GWN Securities
Florida
$674K
KCIC
1910
Kuhn & Co Investment Counsel
Illinois
$673K
KWMG
1911
King Wealth Management Group
Florida
$669K
PWMAG
1912
Pinnacle Wealth Management Advisory Group
New Jersey
$666K
WWM
1913
Waterway Wealth Management
Texas
$666K
AIMA
1914
Ables Iannone Moore & Associates
Georgia
$665K
IAIM
1915
International Assets Investment Management
Florida
$664K
CPW
1916
Catalyst Private Wealth
California
$663K
CRI
1917
Colonial River Investments
Virginia
$662K
MEG
1918
Millstone Evans Group
Colorado
$662K
MSA
1919
Marino Stram & Associates
Massachusetts
$661K
SMF
1920
Scott Marsh Financial
Utah
$661K
GWM
1921
Greenwich Wealth Management
Connecticut
$657K
KFA
1922
Kapstone Financial Advisors
Ohio
$657K
SC
1923
Soundwatch Capital
Connecticut
$654K
ACGA
1924
Atlanta Consulting Group Advisors
Georgia
$652K
B
1925
Bellecapital
Switzerland
$652K