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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
TBWA
2351
Three Bridge Wealth Advisors
California
$321K
FCT
2352
First Community Trust
Iowa
$320K
CMF
2353
Counterpoint Mutual Funds
California
$320K
FG
2354
Foster Group
Iowa
$319K
WAM
2355
Werlinich Asset Management
Connecticut
$319K
PCA
2356
Peddock Capital Advisors
Massachusetts
$318K
MCC
2357
Money Concepts Capital
Florida
$317K
SI
2358
Saxon Interests
Texas
$317K
AAMU
2359
AEGON Asset Management (UK)
United Kingdom
$316K
VI
2360
VanderPol Investments
Michigan
$316K
CAGAS
2361
Capital Advisory Group Advisory Services
Minnesota
$315K
KWM
2362
Kingsman Wealth Management
Florida
$315K
EHC
2363
Everett Harris & Co
California
$315K
MHC
2364
May Hill Capital
Massachusetts
$315K
GHA
2365
Granite Harbor Advisors
Texas
$314K
DL
2366
DOHJ LLC
Washington
$313K
SA
2367
Sage Advisors
Colorado
$313K
TCM
2368
Traynor Capital Management
Pennsylvania
$311K
SIC
2369
Sigma Investment Counselors
Michigan
$310K
FPL
2370
Fortress Private Ledger
North Carolina
$309K
CCM
2371
Chaney Capital Management
Washington
$308K
NWWA
2372
New Wave Wealth Advisors
Arkansas
$308K
WFA
2373
WMG Financial Advisors
Tennessee
$308K
EC
2374
EdgeRock Capital
Colorado
$308K
FAM
2375
Forte Asset Management
New York
$307K