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Salesforce

2,919 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, 1,374 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
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
VPW
2376
Variant Private Wealth
Virginia
$304K
HA
2377
Helium Advisors
Washington
$304K
GWM
2378
GK Wealth Management
Nevada
$303K
WE
2379
Wealth Effects
Massachusetts
$303K
SWA
2380
SOA Wealth Advisors
New York
$302K
DWM
2381
Destination Wealth Management
California
$302K
SFG
2382
Sovereign Financial Group
Connecticut
$301K
FPGK
2383
Financial Partners Group (Kansas)
Kansas
$301K
WH
2384
Willner & Heller
California
$301K
GCP
2385
Gill Capital Partners
Colorado
$300K
NRI
2386
NFP Retirement Inc
California
$300K
CA
2387
Cornerstone Advisory
Maryland
$300K
KFC
2388
Klingenstein Fields & Co
New York
$299K
APA
2389
Astoria Portfolio Advisors
New York
$299K
MAWCM
2390
Mine & Arao Wealth Creation & Management
California
$298K
SIC
2391
Shoker Investment Counsel
Ohio
$298K
FI
2392
Financial Insights
Washington
$298K
MCM
2393
Mengis Capital Management
Oregon
$297K
AOWM
2394
Alpha Omega Wealth Management
Virginia
$297K
PWP
2395
Prasad Wealth Partners
Ohio
$297K
FAG
2396
Fortitude Advisory Group
Washington
$296K
PCP
2397
Panoramic Capital Partners
Oregon
$296K
FNB
2398
Farmers National Bank
Kentucky
$295K
AG
2399
AmeriFlex Group
Nevada
$295K
FWM
2400
Forza Wealth Management
Florida
$295K