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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
WF
2101
Wayfinding Financial
Washington
$477K
MP
2102
McDonald Partners
Ohio
$477K
IC
2103
Inscription Capital
Texas
$476K
WWP
2104
Waypoint Wealth Partners
California
$476K
GWAG
2105
Garrett Wealth Advisory Group
Texas
$474K
RTC
2106
Real Talk Capital
Tennessee
$474K
JF
2107
JSF Financial
California
$473K
TAM
2108
Titleist Asset Management
Texas
$473K
PI
2109
Pettee Investors
Connecticut
$473K
LWM
2110
LJI Wealth Management
Indiana
$472K
HP
2111
Holistic Planning
Texas
$472K
ACM
2112
Arcataur Capital Management
Wisconsin
$471K
NFA
2113
Northern Financial Advisors
Michigan
$471K
EP
2114
EPIQ Partners
Minnesota
$470K
BHPW
2115
Beverly Hills Private Wealth
California
$468K
WPC
2116
Waters Parkerson & Co
Louisiana
$468K
EWA
2117
Encompass Wealth Advisors
Oregon
$468K
STA
2118
Smith Thornton Advisors
Alabama
$467K
GF
2119
Gries Financial
Ohio
$467K
AF
2120
Apollon Financial
South Carolina
$466K
ACM
2121
Andina Capital Management
Utah
$466K
CCA
2122
Corps Capital Advisors
Texas
$466K
JCM
2123
Jag Capital Management
Missouri
$465K
TC
2124
TFR Capital
Texas
$461K
SFO
2125
Stokes Family Office
Louisiana
$461K