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