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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
CPWM
2176
Cypress Point Wealth Management
Texas
$421K
CL
2177
CVFG LLC
Indiana
$421K
PMSA
2178
Patrick M. Sweeney & Associates
Illinois
$421K
BCP
2179
Berkeley Capital Partners
Georgia
$420K
SIA
2180
Strategic Investment Advisors
Michigan
$419K
GD
2181
Grandfield & Dodd
New York
$419K
KW
2182
KWB Wealth
California
$419K
BFA
2183
Brown Financial Advisors
Ohio
$419K
PWMG
2184
Pioneer Wealth Management Group
Texas
$419K
BSHC
2185
Breed's Hill Capital
Massachusetts
$418K
MPCA
2186
Madison Park Capital Advisors
Washington
$417K
SPAS
2187
Spectrum Planning & Advisory Services
California
$417K
HNW
2188
High Note Wealth
Minnesota
$416K
RFO
2189
RiverGlades Family Offices
Florida
$416K
SFG
2190
SevenBridge Financial Group
Pennsylvania
$414K
RI
2191
Ridgewood Investments
New Jersey
$413K
4A
2192
4Wealth Advisors
Illinois
$411K
HA
2193
Harbor Advisors
Florida
$409K
AAP
2194
Aristotle Atlantic Partners
Florida
$409K
HFS
2195
Howard Financial Services
Texas
$409K
RLH
2196
RD Lewis Holdings
Florida
$407K
CCFM
2197
Clear Creek Financial Management
Washington
$407K
DIM
2198
DC Investments Management
Virginia
$407K
DIM
2199
DLK Investment Management
California
$405K
BMC
2200
Beaton Management Company
Massachusetts
$405K