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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
KCPG
2426
Kavar Capital Partners Group
Kansas
$284K
WSWA
2427
Warren Street Wealth Advisors
California
$284K
MAM
2428
McLean Asset Management
Virginia
$282K
MMCM
2429
Murphy & Mullick Capital Management
New York
$281K
CAS
2430
Coppell Advisory Solutions
Texas
$281K
VC
2431
Veracity Capital
Georgia
$281K
PCP
2432
Perbak Capital Partners
United Kingdom
$280K
CSIC
2433
Clifford Swan Investment Counsel
California
$280K
FFG
2434
Frisch Financial Group
New York
$279K
AGA
2435
Arkos Global Advisors
Texas
$279K
HKIMG
2436
Hutchens & Kramer Investment Management Group
Indiana
$278K
TIM
2437
Thompson Investment Management
Wisconsin
$278K
CA
2438
Crewe Advisors
Utah
$278K
BWG
2439
Balanced Wealth Group
Ohio
$275K
MCI
2440
MRP Capital Investments
Georgia
$274K
WEG
2441
World Equity Group
Illinois
$274K
UAS
2442
United Asset Strategies
New York
$273K
HCM
2443
Highview Capital Management
Illinois
$273K
CQWA
2444
Chokshi & Queen Wealth Advisors
California
$273K
CAIMH
2445
Central Asset Investments & Management Holdings
Hong Kong
$273K
TCM
2446
Triumph Capital Management
Colorado
$272K
MFWP
2447
Mosaic Family Wealth Partners
Missouri
$272K
CWA
2448
Cura Wealth Advisors
Illinois
$272K
LRIA
2449
Leonard Rickey Investment Advisors
Washington
$272K
CNFG
2450
Creegan & Nassoura Financial Group
New Hampshire
$272K