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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 238 funds opening new positions, 1,374 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
BW
1976
BXM Wealth
Colorado
$592K
SSA
1977
Sierra Summit Advisors
Nevada
$592K
BCM
1978
Berbice Capital Management
New York
$592K
CA
1979
Carson Advisory
Georgia
$591K
BOH
1980
Bank of Hawaii
Hawaii
$590K
NA
1981
Nordwand Advisors
Pennsylvania
$588K
HAM
1982
Harmony Asset Management
Arizona
$586K
BFG
1983
Berger Financial Group
Minnesota
$584K
DOA
1984
D'Orazio & Associates
Virginia
$583K
PWS
1985
Peterson Wealth Services
Utah
$582K
FFA
1986
Founders Financial Alliance
North Carolina
$582K
TA
1987
TFB Advisors
Kansas
$582K
LTI
1988
Laffer Tengler Investments
Tennessee
$581K
BW
1989
BIP Wealth
Georgia
$580K
FEG
1990
Financial Enhancement Group
Indiana
$578K
VIM
1991
Vista Investment Management
Pennsylvania
$576K
FA
1992
Fedenia Advisers
Wisconsin
$575K
RWP
1993
Revolve Wealth Partners
New Jersey
$574K
FWCM
1994
Ferguson Wellman Capital Management
Oregon
$574K
SC
1995
SummitTX Capital
Texas
$573K
CWA
1996
Consilio Wealth Advisors
Washington
$569K
AA
1997
Apriem Advisors
California
$569K
VCWM
1998
Vista Cima Wealth Management
Arizona
$568K
JWCA
1999
J.W. Coons Advisors
Ohio
$567K
LWM
2000
Liberty Wealth Management
California
$566K