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Salesforce

2,913 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, 1,372 increasing their positions, 1,033 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,913
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
USB
2726
Union Savings Bank
Connecticut
$71.6K
PWM
2727
Proathlete Wealth Management
Florida
$71.4K
RA
2728
Rational Advisors
New York
$68.7K
VEA
2729
Virtus ETF Advisers
New York
$67.6K
PCFFS
2730
Pacific Center for Financial Services
California
$63K
BONH
2731
Bank of New Hampshire
New Hampshire
$62.7K
CFS
2732
CGC Financial Services
Oregon
$60.8K
ME
2733
McIlrath & Eck
Washington
$59.6K
DAM
2734
Delta Asset Management
Tennessee
$59.2K
MIM
2735
MTM Investment Management
South Carolina
$58.6K
WA
2736
Whipplewood Advisors
Colorado
$57.3K
HHMI
2737
Howard Hughes Medical Institute
Maryland
$56.2K
AWM
2738
Ameliora Wealth Management
Switzerland
$55.9K
SC
2739
Swan Capital
Florida
$55.9K
T
2740
Tidemark
California
$55.6K
HFM
2741
Hartford Financial Management
Connecticut
$55.1K
BIM
2742
Breakwater Investment Management
Washington
$54.5K
GBA
2743
Garrison Bradford & Associates
New York
$54.5K
GIA
2744
GHP Investment Advisors
Colorado
$53K
CAC
2745
Core Alternative Capital
Georgia
$52.1K
RWM
2746
RMG Wealth Management
Wisconsin
$52K
MSWA
2747
Marshall & Sterling Wealth Advisors
New York
$51.9K
BTC
2748
Bank & Trust Company
Illinois
$51.8K
PMFA
2749
Plante Moran Financial Advisors
Michigan
$51.6K
CWM
2750
Cedar Wealth Management
California
$51K