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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
VAG
2276
VisionPoint Advisory Group
Texas
$359K
SFPG
2277
Stonebridge Financial Planning Group
Florida
$359K
CCM
2278
Consolidated Capital Management
California
$359K
CFG
2279
Copley Financial Group
California
$359K
TWM
2280
Tradition Wealth Management
Minnesota
$357K
YWM
2281
Yoder Wealth Management
California
$356K
PA
2282
PharVision Advisers
Florida
$356K
PBK
2283
Peoples Bank (Kansas)
Kansas
$356K
OWA
2284
Opal Wealth Advisors
New York
$355K
FI
2285
Fosun International
China
$355K
GCA
2286
Gradient Capital Advisors
California
$354K
BWA
2287
Bestgate Wealth Advisors
Maryland
$354K
CFSG
2288
Clark Financial Services Group
Missouri
$354K
AI
2289
Accredited Investors
Minnesota
$353K
BBL
2290
Beck Bode LLC
Massachusetts
$352K
MA
2291
MJP Associates
Connecticut
$352K
BWP
2292
Balboa Wealth Partners
Arizona
$351K
DWA
2293
Delap Wealth Advisory
Oregon
$350K
GA
2294
GSG Advisors
New Jersey
$350K
IP
2295
Intellectus Partners
California
$350K
MMM
2296
Mendel Money Management
Illinois
$349K
FOA
2297
Five Oceans Advisors
California
$348K
WKSWA
2298
White Knight Strategic Wealth Advisors
New Jersey
$347K
FLFS
2299
Family Legacy Financial Solutions
North Carolina
$347K
BWS
2300
Broadway Wealth Solutions
Texas
$346K