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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
SCM
2301
Sitrin Capital Management
California
$346K
FCG
2302
Fielder Capital Group
Tennessee
$345K
SAW
2303
Signal Advisors Wealth
Michigan
$344K
MTC
2304
McDaniel Terry & Co
Texas
$343K
OPWM
2305
Oregon Pacific Wealth Management
Oregon
$343K
RIA
2306
Regal Investment Advisors
Michigan
$342K
JAG
2307
Journey Advisory Group
Kentucky
$341K
TFA
2308
Trinity Financial Advisors
Ohio
$341K
IJWM
2309
Inman Jager Wealth Management
Mississippi
$341K
AWA
2310
Adapt Wealth Advisors
Georgia
$340K
WIA
2311
Wetzel Investment Advisors
Indiana
$340K
GA
2312
GFS Advisors
Texas
$339K
RA
2313
Ransom Advisory
Rhode Island
$339K
WA
2314
Wealth Architects
California
$339K
RFA
2315
Resurgent Financial Advisors
Georgia
$336K
FMN
2316
Financial Management Network
California
$336K
FHC
2317
First Heartland Consultants
Missouri
$336K
FA
2318
Fermata Advisors
California
$335K
PFG
2319
Prosperity Financial Group
California
$335K
LI
2320
LifeWealth Investments
Florida
$335K
DWS
2321
Dynamic Wealth Strategies
California
$334K
CIP
2322
Convergence Investment Partners
Florida
$334K
RCP
2323
Rothschild Capital Partners
New York
$333K
WP
2324
Westmount Partners
California
$332K
FWI
2325
Facet Wealth Inc
Maryland
$331K