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Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
CCWM
2251
Cassaday & Co Wealth Management
Virginia
$368K
MWM
2252
Mindset Wealth Management
Indiana
$368K
EFA
2253
Evernest Financial Advisors
Indiana
$368K
JCIA
2254
Jackson Creek Investment Advisors
Colorado
$367K
FH
2255
FWG Holdings
Florida
$367K
RFW
2256
Rainier Family Wealth
Washington
$367K
SIC
2257
Sterling Investment Counsel
New York
$365K
AW
2258
Alteri Wealth
California
$365K
MBTD
2259
Mechanics Bank - Trust Department
California
$365K
TC
2260
Truvestments Capital
Florida
$363K
FSC
2261
Full Sail Capital
Oklahoma
$363K
OBWG
2262
Onyx Bridge Wealth Group
New York
$363K
MC
2263
Marest Capital
California
$362K
BCMLT
2264
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K
MWM
2265
Mattern Wealth Management
Kansas
$361K
KPWG
2266
KFA Private Wealth Group
Virginia
$361K
GCM
2267
Gladius Capital Management
Illinois
$360K
SIAG
2268
Safeguard Investment Advisory Group
California
$360K
VAG
2269
VisionPoint Advisory Group
Texas
$359K
SFPG
2270
Stonebridge Financial Planning Group
Florida
$359K
CCM
2271
Consolidated Capital Management
California
$359K
CFG
2272
Copley Financial Group
California
$359K
TWM
2273
Tradition Wealth Management
Minnesota
$357K
YWM
2274
Yoder Wealth Management
California
$356K
PA
2275
PharVision Advisers
Florida
$356K