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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
BPFA
2126
Barnes Pettey Financial Advisors
Mississippi
$461K
VFG
2127
V2 Financial group
Illinois
$461K
RIG
2128
RiverFront Investment Group
Virginia
$460K
HWA
2129
HCR Wealth Advisors
California
$458K
BFA
2130
Beaumont Financial Advisors
Massachusetts
$458K
MW
2131
MBL Wealth
North Carolina
$458K
SW
2132
SlateStone Wealth
Florida
$455K
WCM
2133
Wedge Capital Management
North Carolina
$455K
TWP
2134
Triad Wealth Partners
Kansas
$455K
ACA
2135
Aspire Capital Advisors
Washington
$454K
BTWM
2136
Brass Tax Wealth Management
Ohio
$453K
BCA
2137
Bay Colony Advisors
Massachusetts
$452K
OFG
2138
Oxford Financial Group
Indiana
$452K
MSFS
2139
Main Street Financial Solutions
Pennsylvania
$451K
MSR
2140
Main Street Research
Connecticut
$451K
SGAM
2141
Smith Group Asset Management
Texas
$450K
SYBT
2142
Stock Yards Bank & Trust
Kentucky
$449K
SPF
2143
South Plains Financial
Texas
$448K
SMC
2144
Smith, Moore & Co
Missouri
$447K
OW
2145
Olistico Wealth
Oklahoma
$446K
PB
2146
Pinnacle Bancorp
Nebraska
$446K
VC
2147
Veery Capital
Delaware
$445K
BMC
2148
Benin Management Corp
Connecticut
$444K
AC
2149
ASB Consultores
Florida
$441K
KIG
2150
Kennedy Investment Group
New Jersey
$439K