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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
LI
2326
LRI Investments
Florida
$329K
HWM
2327
Hohimer Wealth Management
Washington
$328K
DBRC
2328
D.B. Root & Company
Pennsylvania
$328K
BHC
2329
Bowen Hanes & Co
Florida
$327K
NWMG
2330
National Wealth Management Group
Ohio
$327K
JCFM
2331
JBR Co Financial Management
Oklahoma
$326K
CG
2332
Clifford Group
Massachusetts
$326K
OC
2333
Oarsman Capital
Wisconsin
$325K
MCM
2334
M1 Capital Management
Michigan
$325K
PCH
2335
PGIM Custom Harvest
New Jersey
$324K
CFAM
2336
Center For Asset Management
Florida
$324K
LBC
2337
Leigh Baldwin & Co
New York
$323K
SPC
2338
Spirepoint Private Client
Florida
$323K
WDG
2339
Wealth Dimensions Group
Ohio
$323K
CFS
2340
CRA Financial Services
New Jersey
$322K
ST
2341
Somerset Trust
Pennsylvania
$322K
ACG
2342
Allen Capital Group
Nebraska
$322K
FAT
2343
First American Trust
California
$322K
TBWA
2344
Three Bridge Wealth Advisors
California
$321K
FCT
2345
First Community Trust
Iowa
$320K
CMF
2346
Counterpoint Mutual Funds
California
$320K
FG
2347
Foster Group
Iowa
$319K
WAM
2348
Werlinich Asset Management
Connecticut
$319K
PCA
2349
Peddock Capital Advisors
Massachusetts
$318K
MCC
2350
Money Concepts Capital
Florida
$317K