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