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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
MFS
2451
Madrona Financial Services
Washington
$271K
CPA
2452
Capital Planning Advisors
California
$270K
BFWA
2453
Benchmark Financial Wealth Advisors
Florida
$270K
WA
2454
Wambolt & Associates
Colorado
$268K
HR
2455
Howe & Rusling
New York
$268K
AIC
2456
Archer Investment Corporation
Indiana
$268K
HWP
2457
Highline Wealth Partners
California
$267K
OWCM
2458
One Wealth Capital Management
Arizona
$267K
NG
2459
Novem Group
New York
$267K
CWMS
2460
Cannon Wealth Management Services
North Carolina
$266K
AAMA
2461
Advanced Asset Management Advisors
Ohio
$266K
SIM
2462
SSI Investment Management
California
$266K
APW
2463
Aurora Private Wealth
New Jersey
$265K
FWM
2464
Focused Wealth Management
New York
$263K
OHWA
2465
Oak Hill Wealth Advisors
Virginia
$263K
MWP
2466
Meriwether Wealth & Planning
Louisiana
$263K
PP
2467
Pingora Partners
Wyoming
$263K
WAM
2468
Weinberger Asset Management
California
$263K
ECM
2469
Elgethun Capital Management
South Dakota
$262K
CA
2470
Cannon Advisors
North Carolina
$262K
FFM
2471
Fullerton Fund Management
Singapore
$261K
WAG
2472
Wallace Advisory Group
California
$261K
SG
2473
Somerset Group
Minnesota
$260K
IGGA
2474
Iron Gate Global Advisors
Utah
$259K
OC
2475
Opinicus Capital
Florida
$259K