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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
RIA
2301
Regal Investment Advisors
Michigan
$342K
JAG
2302
Journey Advisory Group
Kentucky
$341K
TFA
2303
Trinity Financial Advisors
Ohio
$341K
IJWM
2304
Inman Jager Wealth Management
Mississippi
$341K
AWA
2305
Adapt Wealth Advisors
Georgia
$340K
WIA
2306
Wetzel Investment Advisors
Indiana
$340K
GA
2307
GFS Advisors
Texas
$339K
RA
2308
Ransom Advisory
Rhode Island
$339K
WA
2309
Wealth Architects
California
$339K
RFA
2310
Resurgent Financial Advisors
Georgia
$336K
FMN
2311
Financial Management Network
California
$336K
FHC
2312
First Heartland Consultants
Missouri
$336K
FA
2313
Fermata Advisors
California
$335K
PFG
2314
Prosperity Financial Group
California
$335K
LI
2315
LifeWealth Investments
Florida
$335K
DWS
2316
Dynamic Wealth Strategies
California
$334K
CIP
2317
Convergence Investment Partners
Florida
$334K
RCP
2318
Rothschild Capital Partners
New York
$333K
WP
2319
Westmount Partners
California
$332K
FWI
2320
Facet Wealth Inc
Maryland
$331K
JWM
2321
JGP Wealth Management
Oregon
$331K
PAG
2322
Powers Advisory Group
Illinois
$331K
WDC
2323
Woodward Diversified Capital
California
$330K
LW
2324
Libra Wealth
California
$329K
CA
2325
Calton & Associates
Florida
$329K