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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
ACM
2376
Alta Capital Management
Utah
$305K
AWM
2377
AllSquare Wealth Management
New York
$305K
TWM
2378
TCFG Wealth Management
California
$305K
KA
2379
KDT Advisors
New York
$305K
BSSFA
2380
Baron Silver Stevens Financial Advisors
Florida
$304K
VPW
2381
Variant Private Wealth
Virginia
$304K
HA
2382
Helium Advisors
Washington
$304K
GWM
2383
GK Wealth Management
Nevada
$303K
WE
2384
Wealth Effects
Massachusetts
$303K
SWA
2385
SOA Wealth Advisors
New York
$302K
DWM
2386
Destination Wealth Management
California
$302K
SFG
2387
Sovereign Financial Group
Connecticut
$301K
FPGK
2388
Financial Partners Group (Kansas)
Kansas
$301K
WH
2389
Willner & Heller
California
$301K
GCP
2390
Gill Capital Partners
Colorado
$300K
NRI
2391
NFP Retirement Inc
California
$300K
CA
2392
Cornerstone Advisory
Maryland
$300K
KFC
2393
Klingenstein Fields & Co
New York
$299K
APA
2394
Astoria Portfolio Advisors
New York
$299K
MAWCM
2395
Mine & Arao Wealth Creation & Management
California
$298K
SIC
2396
Shoker Investment Counsel
Ohio
$298K
FI
2397
Financial Insights
Washington
$298K
MCM
2398
Mengis Capital Management
Oregon
$297K
AOWM
2399
Alpha Omega Wealth Management
Virginia
$297K
PWP
2400
Prasad Wealth Partners
Ohio
$297K