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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
PCM
2901
Perritt Capital Management
Illinois
$3.83K
HIMS
2902
Hager Investment Management Services
New Hampshire
$3.54K
HWM
2903
HighMark Wealth Management
Minnesota
$3.54K
WOC
2904
West Oak Capital
California
$3.5K
ACM
2905
Anfield Capital Management
California
$3.27K
WOSD
2906
WFA of San Diego
California
$3.27K
FS
2907
Financially Speaking
Colorado
$3K
FC
2908
Family CFO
California
$3K
MAM
2909
Morse Asset Management
Connecticut
$2.73K
1NWS
2910
1 North Wealth Services
Maryland
$2.73K
TLCM
2911
Twin Lakes Capital Management
California
$2.2K
FWA
2912
Flagship Wealth Advisors
Massachusetts
$2.18K
RWPA
2913
Richard W. Paul & Associates
Michigan
$2.18K
DSC
2914
Duncker Streett & Co
Missouri
$2.18K
HIA
2915
HFM Investment Advisors
New Jersey
$2.18K
DF
2916
DecisionPoint Financial
Arizona
$1.9K
ICCON
2917
Investment Counsel Company of Nevada
Nevada
$1.64K
CW
2918
Curio Wealth
Maryland
$1.37K
IA
2919
IFS Advisors
Kansas
$1.09K
BDPWM
2920
Barnes Dennig Private Wealth Management
Ohio
$818
IWM
2921
Inlight Wealth Management
Georgia
$818
LCM
2922
Logan Capital Management
Pennsylvania
$545
RJA
2923
Ross\Johnson & Associates
Minnesota
$545
KHC
2924
Koesten Hirschmann & Crabtree
Kansas
$275
OSNBOA
2925
Old Second National Bank of Aurora
Illinois
$273