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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
SWA
2251
Strata Wealth Advisors
Texas
$369K
CIC
2252
Chilton Investment Company
Connecticut
$368K
CCWM
2253
Cassaday & Co Wealth Management
Virginia
$368K
MWM
2254
Mindset Wealth Management
Indiana
$368K
EFA
2255
Evernest Financial Advisors
Indiana
$368K
JCIA
2256
Jackson Creek Investment Advisors
Colorado
$367K
FH
2257
FWG Holdings
Florida
$367K
RFW
2258
Rainier Family Wealth
Washington
$367K
SIC
2259
Sterling Investment Counsel
New York
$365K
AW
2260
Alteri Wealth
California
$365K
MBTD
2261
Mechanics Bank - Trust Department
California
$365K
TC
2262
Truvestments Capital
Florida
$363K
FSC
2263
Full Sail Capital
Oklahoma
$363K
OBWG
2264
Onyx Bridge Wealth Group
New York
$363K
MC
2265
Marest Capital
California
$362K
BCMLT
2266
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K
MWM
2267
Mattern Wealth Management
Kansas
$361K
KPWG
2268
KFA Private Wealth Group
Virginia
$361K
GCM
2269
Gladius Capital Management
Illinois
$360K
SIAG
2270
Safeguard Investment Advisory Group
California
$360K
VAG
2271
VisionPoint Advisory Group
Texas
$359K
SFPG
2272
Stonebridge Financial Planning Group
Florida
$359K
CCM
2273
Consolidated Capital Management
California
$359K
CFG
2274
Copley Financial Group
California
$359K
TWM
2275
Tradition Wealth Management
Minnesota
$357K