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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
UWP
2051
Uniting Wealth Partners
Kansas
$527K
ACP
2052
Aviance Capital Partners
Florida
$527K
BFPW
2053
BOK Financial Private Wealth
Colorado
$527K
GAA
2054
Guardian Asset Advisors
Pennsylvania
$525K
DIM
2055
Delta Investment Management
California
$525K
PFA
2056
Pure Financial Advisors
California
$524K
CWA
2057
Clarity Wealth Advisors
California
$524K
IRC
2058
Investors Research Corp
Georgia
$523K
BGA
2059
Battery Global Advisors
Massachusetts
$523K
HA
2060
Herold Advisors
New York
$522K
BFA
2061
Beacon Financial Advisory
Ohio
$520K
WA
2062
Waddell & Associates
Tennessee
$520K
AC
2063
Allstate Corporation
Illinois
$518K
AIM
2064
Advyzon Investment Management
Illinois
$514K
SWP
2065
Semus Wealth Partners
Florida
$514K
RFS
2066
Richardson Financial Services
Massachusetts
$513K
BOPW
2067
Brandywine Oak Private Wealth
Pennsylvania
$513K
ISWM
2068
Independent Solutions Wealth Management
New York
$510K
TVAMP
2069
Tennessee Valley Asset Management Partners
Tennessee
$507K
MPM
2070
Meritage Portfolio Management
Kansas
$506K
OIS
2071
OneAscent Investment Solutions
Alabama
$506K
FLP
2072
Financial Life Planners
Arizona
$506K
HL
2073
HeadInvest LLC
Maine
$506K
SCM
2074
Schnieders Capital Management
California
$506K
AA
2075
Auxano Advisors
Washington
$505K