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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
JWM
2326
JGP Wealth Management
Oregon
$331K
PAG
2327
Powers Advisory Group
Illinois
$331K
WDC
2328
Woodward Diversified Capital
California
$330K
LW
2329
Libra Wealth
California
$329K
CA
2330
Calton & Associates
Florida
$329K
FNBSF
2331
First National Bank Sioux Falls
South Dakota
$329K
PWAM
2332
Pinnacle West Asset Management
Wyoming
$329K
LI
2333
LRI Investments
Florida
$329K
HWM
2334
Hohimer Wealth Management
Washington
$328K
DBRC
2335
D.B. Root & Company
Pennsylvania
$328K
BHC
2336
Bowen Hanes & Co
Florida
$327K
NWMG
2337
National Wealth Management Group
Ohio
$327K
JCFM
2338
JBR Co Financial Management
Oklahoma
$326K
CG
2339
Clifford Group
Massachusetts
$326K
OC
2340
Oarsman Capital
Wisconsin
$325K
MCM
2341
M1 Capital Management
Michigan
$325K
PCH
2342
PGIM Custom Harvest
New Jersey
$324K
CFAM
2343
Center For Asset Management
Florida
$324K
LBC
2344
Leigh Baldwin & Co
New York
$323K
SPC
2345
Spirepoint Private Client
Florida
$323K
WDG
2346
Wealth Dimensions Group
Ohio
$323K
CFS
2347
CRA Financial Services
New Jersey
$322K
ST
2348
Somerset Trust
Pennsylvania
$322K
ACG
2349
Allen Capital Group
Nebraska
$322K
FAT
2350
First American Trust
California
$322K