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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
PA
2001
Persium Advisors
Georgia
$566K
GAM
2002
Griffin Asset Management
New York
$564K
SCI
2003
Silver Coast Investments
United States
$564K
KCM
2004
Kathmere Capital Management
Pennsylvania
$562K
GF
2005
Gabelli Funds
New York
$562K
LWM
2006
Latko Wealth Management
Illinois
$561K
IWA
2007
IVC Wealth Advisors
Pennsylvania
$559K
WAG
2008
Winthrop Advisory Group
Massachusetts
$558K
SMA
2009
Seven Mile Advisory
New Jersey
$557K
RC
2010
Rexford Capital
Texas
$556K
VFG
2011
Victory Financial Group
Texas
$554K
PGWM
2012
Parisi Gray Wealth Management
New Jersey
$553K
PA
2013
Perennial Advisors
New York
$552K
RGC
2014
Roberts, Glore & Co
Illinois
$551K
TW
2015
Traveka Wealth
California
$551K
BWG
2016
Berry Wealth Group
Texas
$551K
LG
2017
Leuthold Group
Minnesota
$550K
MAM
2018
Meeder Asset Management
Ohio
$549K
CWM
2019
Centurion Wealth Management
Virginia
$549K
JWM
2020
Jeppson Wealth Management
California
$548K
BCP
2021
Blackhawk Capital Partners
Wisconsin
$546K
CA
2022
Capital Advantage
California
$546K
ARC
2023
Advisor Resource Council
Texas
$546K
CP
2024
Covenant Partners
Tennessee
$546K
AIMC
2025
Alley Investment Management Company
Illinois
$545K