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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
CI
2026
Corient IA
Florida
$545K
FA
2027
FF Advisors
California
$543K
PCM
2028
Poehling Capital Management
Wisconsin
$542K
AWM
2029
Accel Wealth Management
Iowa
$542K
SFG
2030
Synergy Financial Group
California
$542K
BMWS
2031
Brady Martz Wealth Solutions
North Dakota
$540K
NRC
2032
New Republic Capital
North Carolina
$540K
CA
2033
CoreCap Advisors
Michigan
$539K
FFA
2034
Florida Financial Advisors
Florida
$539K
WWA
2035
Wisconsin Wealth Advisors
Wisconsin
$538K
EL
2036
EWA LLC
Pennsylvania
$538K
KIC
2037
Kensington Investment Counsel
California
$538K
TC
2038
Trilogy Capital
California
$537K
GSB
2039
Greenfield Savings Bank
Massachusetts
$536K
WHCI
2040
W.H. Cornerstone Investments
Massachusetts
$535K
ORI
2041
Oak Ridge Investments
Illinois
$534K
AWAP
2042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$531K
SAM
2043
Strive Asset Management
Ohio
$531K
BCG
2044
Breakwater Capital Group
New Jersey
$531K
AA
2045
Armis Advisers
Georgia
$530K
WPWM
2046
Western Pacific Wealth Management
Illinois
$530K
TCM
2047
Telos Capital Management
California
$528K
RS
2048
Rakuten Securities
Japan
$528K
TSWM
2049
Tyler-Stone Wealth Management
Ohio
$528K
EFG
2050
Ethos Financial Group
Pennsylvania
$527K