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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
HCM
2451
Highview Capital Management
Illinois
$273K
CQWA
2452
Chokshi & Queen Wealth Advisors
California
$273K
CAIMH
2453
Central Asset Investments & Management Holdings
Hong Kong
$273K
TCM
2454
Triumph Capital Management
Colorado
$272K
MFWP
2455
Mosaic Family Wealth Partners
Missouri
$272K
CWA
2456
Cura Wealth Advisors
Illinois
$272K
LRIA
2457
Leonard Rickey Investment Advisors
Washington
$272K
CNFG
2458
Creegan & Nassoura Financial Group
New Hampshire
$272K
MFS
2459
Madrona Financial Services
Washington
$271K
CPA
2460
Capital Planning Advisors
California
$270K
BFWA
2461
Benchmark Financial Wealth Advisors
Florida
$270K
WA
2462
Wambolt & Associates
Colorado
$268K
HR
2463
Howe & Rusling
New York
$268K
AIC
2464
Archer Investment Corporation
Indiana
$268K
HWP
2465
Highline Wealth Partners
California
$267K
OWCM
2466
One Wealth Capital Management
Arizona
$267K
NG
2467
Novem Group
New York
$267K
CWMS
2468
Cannon Wealth Management Services
North Carolina
$266K
AAMA
2469
Advanced Asset Management Advisors
Ohio
$266K
SIM
2470
SSI Investment Management
California
$266K
APW
2471
Aurora Private Wealth
New Jersey
$265K
FWM
2472
Focused Wealth Management
New York
$263K
OHWA
2473
Oak Hill Wealth Advisors
Virginia
$263K
MWP
2474
Meriwether Wealth & Planning
Louisiana
$263K
PP
2475
Pingora Partners
Wyoming
$263K