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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
DWP
2476
Destiny Wealth Partners
Florida
$258K
F8IS
2477
Figure 8 Investment Strategies
Idaho
$258K
Winslow Capital Management
2478
Winslow Capital Management
Minnesota
$257K
GAMC
2479
Garner Asset Management Corp
Texas
$257K
NCM
2480
Next Capital Management
New York
$257K
RS
2481
Retirement Solution
Washington
$256K
LCM
2482
Lattice Capital Management
Washington
$256K
YIM
2483
Yoffe Investment Management
Pennsylvania
$255K
SWMP
2484
Signature Wealth Management Partners
New Jersey
$255K
BL
2485
Balentine LLC
Georgia
$255K
ACM
2486
AlphaStar Capital Management
North Carolina
$254K
Fiera Capital (Canada)
2487
Fiera Capital (Canada)
Quebec, Canada
$254K
MBI
2488
May Barnhard Investments
Maryland
$253K
IA
2489
Insight Advisors
Pennsylvania
$253K
TCWM
2490
Total Clarity Wealth Management
Illinois
$253K
COFSG
2491
Carbahal Olsen Financial Services Group
California
$252K
SIS
2492
Sound Income Strategies
Florida
$252K
EAM
2493
Evanson Asset Management
California
$251K
TCOO
2494
Trust Company of Oklahoma
Oklahoma
$251K
MSA
2495
McAlister Sweet & Associates
Texas
$250K
NBWM
2496
North Berkeley Wealth Management
California
$250K
MPM
2497
MBB Public Markets
Illinois
$250K
ZIC
2498
ZWJ Investment Counsel
Georgia
$250K
BPAMU
2499
BTG Pactual Asset Management US
New York
$249K
YWS
2500
Yarger Wealth Strategies
Ohio
$248K