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Salesforce

2,925 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 1,380 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,925
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
RLH
2201
RD Lewis Holdings
Florida
$407K
CCFM
2202
Clear Creek Financial Management
Washington
$407K
DIM
2203
DC Investments Management
Virginia
$407K
DIM
2204
DLK Investment Management
California
$405K
BMC
2205
Beaton Management Company
Massachusetts
$405K
ACA
2206
American Capital Advisory
Idaho
$405K
KFGK
2207
Keystone Financial Group (Kentucky)
Kentucky
$405K
HCM
2208
Hengehold Capital Management
Ohio
$404K
OWM
2209
Opes Wealth Management
California
$404K
CCA
2210
Cobblestone Capital Advisors
New York
$401K
ML
2211
McAdam LLC
Pennsylvania
$400K
CWMGO
2212
Capstone Wealth Management Group (Oregon)
Oregon
$398K
FPW
2213
Fairvoy Private Wealth
Alabama
$397K
MWA
2214
Muirfield Wealth Advisors
North Carolina
$396K
BOS
2215
Bank of Stockton
California
$395K
UAG
2216
United Advisor Group
Ohio
$395K
CAM
2217
CenterStar Asset Management
Illinois
$395K
PAG
2218
Paladin Advisory Group
Iowa
$394K
FF
2219
Farrell Financial
New York
$394K
GI
2220
GLOBALT Investments
Georgia
$393K
AGC
2221
Aspen Grove Capital
Colorado
$393K
CPCM
2222
Cardinal Point Capital Management
Ontario, Canada
$393K
HAM
2223
Hickory Asset Management
Ohio
$391K
SCA
2224
Sandy Cove Advisors
Massachusetts
$391K
TWP
2225
Tempus Wealth Planning
California
$391K