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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
YWM
2276
Yoder Wealth Management
California
$356K
PA
2277
PharVision Advisers
Florida
$356K
PBK
2278
Peoples Bank (Kansas)
Kansas
$356K
OWA
2279
Opal Wealth Advisors
New York
$355K
FI
2280
Fosun International
China
$355K
GCA
2281
Gradient Capital Advisors
California
$354K
BWA
2282
Bestgate Wealth Advisors
Maryland
$354K
CFSG
2283
Clark Financial Services Group
Missouri
$354K
AI
2284
Accredited Investors
Minnesota
$353K
BBL
2285
Beck Bode LLC
Massachusetts
$352K
MA
2286
MJP Associates
Connecticut
$352K
BWP
2287
Balboa Wealth Partners
Arizona
$351K
DWA
2288
Delap Wealth Advisory
Oregon
$350K
GA
2289
GSG Advisors
New Jersey
$350K
IP
2290
Intellectus Partners
California
$350K
MMM
2291
Mendel Money Management
Illinois
$349K
FOA
2292
Five Oceans Advisors
California
$348K
WKSWA
2293
White Knight Strategic Wealth Advisors
New Jersey
$347K
FLFS
2294
Family Legacy Financial Solutions
North Carolina
$347K
BWS
2295
Broadway Wealth Solutions
Texas
$346K
SCM
2296
Sitrin Capital Management
California
$346K
FCG
2297
Fielder Capital Group
Tennessee
$345K
SAW
2298
Signal Advisors Wealth
Michigan
$344K
MTC
2299
McDaniel Terry & Co
Texas
$343K
OPWM
2300
Oregon Pacific Wealth Management
Oregon
$343K