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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
WAM
2476
Weinberger Asset Management
California
$263K
ECM
2477
Elgethun Capital Management
South Dakota
$262K
CA
2478
Cannon Advisors
North Carolina
$262K
FFM
2479
Fullerton Fund Management
Singapore
$261K
WAG
2480
Wallace Advisory Group
California
$261K
SG
2481
Somerset Group
Minnesota
$260K
IGGA
2482
Iron Gate Global Advisors
Utah
$259K
OC
2483
Opinicus Capital
Florida
$259K
DWP
2484
Destiny Wealth Partners
Florida
$258K
F8IS
2485
Figure 8 Investment Strategies
Idaho
$258K
Winslow Capital Management
2486
Winslow Capital Management
Minnesota
$257K
GAMC
2487
Garner Asset Management Corp
Texas
$257K
NCM
2488
Next Capital Management
New York
$257K
RS
2489
Retirement Solution
Washington
$256K
LCM
2490
Lattice Capital Management
Washington
$256K
YIM
2491
Yoffe Investment Management
Pennsylvania
$255K
SWMP
2492
Signature Wealth Management Partners
New Jersey
$255K
BL
2493
Balentine LLC
Georgia
$255K
ACM
2494
AlphaStar Capital Management
North Carolina
$254K
Fiera Capital (Canada)
2495
Fiera Capital (Canada)
Quebec, Canada
$254K
MBI
2496
May Barnhard Investments
Maryland
$253K
IA
2497
Insight Advisors
Pennsylvania
$253K
TCWM
2498
Total Clarity Wealth Management
Illinois
$253K
COFSG
2499
Carbahal Olsen Financial Services Group
California
$252K
SIS
2500
Sound Income Strategies
Florida
$252K