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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
FAG
2401
Fortitude Advisory Group
Washington
$296K
PCP
2402
Panoramic Capital Partners
Oregon
$296K
FNB
2403
Farmers National Bank
Kentucky
$295K
AG
2404
AmeriFlex Group
Nevada
$295K
FWM
2405
Forza Wealth Management
Florida
$295K
NFG
2406
Nadler Financial Group
Illinois
$294K
RWA
2407
Rooted Wealth Advisors
Illinois
$293K
EW
2408
Element Wealth
Mississippi
$292K
FCM
2409
Fourpath Capital Management
Oklahoma
$291K
LIA
2410
LBMC Investment Advisors
Tennessee
$291K
MSAM
2411
Moloney Securities Asset Management
Missouri
$290K
HPM
2412
Hoxton Planning & Management
West Virginia
$290K
MWM
2413
Momentous Wealth Management
Washington
$290K
SIA
2414
SGL Investment Advisors
Montana
$290K
AHL
2415
Abel Hall LLC
Louisiana
$290K
AA
2416
Acorns Advisers
California
$290K
KCP
2417
Kera Capital Partners
California
$289K
CAAS
2418
Capital Asset Advisory Services
Michigan
$289K
NIM
2419
Northeast Investment Management
Massachusetts
$289K
SWGC
2420
Summit Wealth Group (Colorado)
Colorado
$288K
CT
2421
Colonial Trust
South Carolina
$288K
HI
2422
Hudock Inc
Pennsylvania
$287K
BC
2423
Brio Consultants
California
$287K
CWA
2424
Canvas Wealth Advisors
Kansas
$286K
RT
2425
Rockland Trust
Massachusetts
$286K