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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
SI
2151
Seeds Investor
New York
$438K
LCWP
2152
Legacy Capital Wealth Partners
Arkansas
$437K
CPWA
2153
Cerro Pacific Wealth Advisors
California
$437K
CAM
2154
Claret Asset Management
Quebec, Canada
$436K
CC
2155
Cypress Capital
Tennessee
$435K
LWM
2156
Lionshead Wealth Management
New York
$434K
WWM
2157
Westwood Wealth Management
California
$434K
FMWA
2158
Forvis Mazars Wealth Advisors
Missouri
$433K
CH
2159
Canton Hathaway
Rhode Island
$433K
WG
2160
Welch Group
Alabama
$431K
AAA
2161
American Alpha Advisors
New York
$431K
WAM
2162
Wakefield Asset Management
Colorado
$429K
BC
2163
Belmont Capital
California
$428K
SL
2164
Sentinus LLC
Illinois
$428K
RF
2165
Rossby Financial
Florida
$427K
RIP
2166
Reliant Investment Partners
North Carolina
$427K
SEA
2167
Stegent Equity Advisors
Texas
$426K
PIA
2168
Pinion Investment Advisors
Kansas
$426K
OWMIAS
2169
One Wealth Management Investment & Advisory Services
Florida
$424K
JC
2170
JB Capital
Connecticut
$424K
BWM
2171
BlackDiamond Wealth Management
New York
$423K
DWA
2172
Dougherty Wealth Advisers
Minnesota
$422K
BRIA
2173
Balanced Rock Investment Advisors
Massachusetts
$421K
CPWM
2174
Cypress Point Wealth Management
Texas
$421K
CL
2175
CVFG LLC
Indiana
$421K