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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
ANBT
2076
American National Bank & Trust
Texas
$504K
WJWM
2077
Williams Jones Wealth Management
New York
$503K
JSC
2078
Jackson Square Capital
California
$502K
ICP
2079
Impact Capital Partners
Colorado
$496K
SAF
2080
Smith Anglin Financial
Texas
$495K
GSWM
2081
Golden State Wealth Management
California
$493K
PSP
2082
Pacific Sage Partners
Washington
$492K
AF
2083
Apexium Financial
Texas
$491K
HHRDM
2084
H&H Retirement Design & Management
Nevada
$490K
FPWM
2085
FSB Premier Wealth Management
Iowa
$489K
IP
2086
Ignite Planners
California
$489K
EA
2087
Everpar Advisors
Oklahoma
$489K
APWM
2088
Argonautica Private Wealth Management
Massachusetts
$488K
PWM
2089
Pines Wealth Management
North Carolina
$488K
MWM
2090
Maridea Wealth Management
New York
$487K
FFA
2091
Fi3 Financial Advisors
Indiana
$487K
RBWA
2092
RFG - Bristol Wealth Advisors
Massachusetts
$486K
BFAG
2093
Blackston Financial Advisory Group
Florida
$486K
OWM
2094
OneAscent Wealth Management
Alabama
$486K
FZCM
2095
Flynn Zito Capital Management
New York
$486K
SC
2096
Summa Corp
Texas
$485K
QFW
2097
QTR Family Wealth
Florida
$484K
TWP
2098
Tyche Wealth Partners
Texas
$483K
GTAM
2099
Global Trust Asset Management
Florida
$482K
CFO
2100
CVA Family Office
Colorado
$481K