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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
GWM
2376
GK Wealth Management
Nevada
$303K
WE
2377
Wealth Effects
Massachusetts
$303K
SWA
2378
SOA Wealth Advisors
New York
$302K
DWM
2379
Destination Wealth Management
California
$302K
SFG
2380
Sovereign Financial Group
Connecticut
$301K
FPGK
2381
Financial Partners Group (Kansas)
Kansas
$301K
WH
2382
Willner & Heller
California
$301K
GCP
2383
Gill Capital Partners
Colorado
$300K
NRI
2384
NFP Retirement Inc
California
$300K
CA
2385
Cornerstone Advisory
Maryland
$300K
KFC
2386
Klingenstein Fields & Co
New York
$299K
APA
2387
Astoria Portfolio Advisors
New York
$299K
MAWCM
2388
Mine & Arao Wealth Creation & Management
California
$298K
SIC
2389
Shoker Investment Counsel
Ohio
$298K
FI
2390
Financial Insights
Washington
$298K
MCM
2391
Mengis Capital Management
Oregon
$297K
AOWM
2392
Alpha Omega Wealth Management
Virginia
$297K
PWP
2393
Prasad Wealth Partners
Ohio
$297K
FAG
2394
Fortitude Advisory Group
Washington
$296K
PCP
2395
Panoramic Capital Partners
Oregon
$296K
FNB
2396
Farmers National Bank
Kentucky
$295K
AG
2397
AmeriFlex Group
Nevada
$295K
FWM
2398
Forza Wealth Management
Florida
$295K
NFG
2399
Nadler Financial Group
Illinois
$294K
RWA
2400
Rooted Wealth Advisors
Illinois
$293K