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Salesforce

2,904 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,371 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,904
Holders Change
-6
Holders Change %
-0.21%
% of All Funds
38.93%
Holding in Top 10
54
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-29.87%
% of All Funds
0.72%
New
235
Increased
1,371
Reduced
1,029
Closed
186
Calls
$5.95B
Puts
$5.4B
Net Calls
+$548M
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Shares
Change %
WCMN
626
Westchester Capital Management (Nebraska)
Nebraska
$12.2M +$12.2M +44,558 New
CIA
627
Capital Impact Advisors
Massachusetts
$12.1M +$1.25M +4,593 +12%
SG
628
Sienna Gestion
France
$12.1M +$1.16M +4,653 +11%
CWM
629
Congress Wealth Management
Massachusetts
$12.1M -$8.4M -30,785 -41%
FT
630
Fiduciary Trust
Massachusetts
$12.1M -$365K -1,338 -3%
AFG
631
Albion Financial Group
Utah
$12.1M +$5.49M +20,145 +83%
IAA
632
Independent Advisor Alliance
North Carolina
$12.1M +$145K +533 +1%
CCM
633
Coldstream Capital Management
Washington
$12.1M +$5.77M +21,141 +91%
AIM
634
Artemis Investment Management
United Kingdom
$12M -$5.04M -18,486 -30%
Nomura Holdings
635
Nomura Holdings
Japan
$12M -$24.5M -89,915 -67%
CSP
636
Cary Street Partners
Virginia
$12M -$311K -1,141 -3%
IHL
637
Investment House LLC
California
$11.9M +$2.76M +10,108 +30%
KFP
638
KMG Fiduciary Partners
Ohio
$11.8M +$747K +2,741 +7%
CWP
639
CFM Wealth Partners
Texas
$11.8M +$189K +694 +2%
RSS
640
Rosenblum Silverman Sutton
California
$11.8M -$38.2K -140 -0.3%
GFA
641
Gifford Fong Associates
California
$11.7M
DILIC
642
Dai-ichi Life Insurance Company
Japan
$11.7M -$13.9M -50,903 -54%
IG
643
Ithaka Group
Virginia
$11.6M -$6.82M -24,995 -37%
VLKIM
644
Van Lanschot Kempen Investment Management
Netherlands
$11.6M -$24.5M -89,836 -68%
NAAA
645
New Age Alpha Advisors
New York
$11.6M +$2.09M +7,678 +22%
WC
646
Westwind Capital
New Mexico
$11.6M -$45K -165 -0.4%
FDP
647
Financiere des Professionnels
Quebec, Canada
$11.5M +$1.29M +4,720 +13%
BFA
648
Bragg Financial Advisors
North Carolina
$11.5M +$732K +2,683 +7%
Twin Tree Management
649
Twin Tree Management
Texas
$11.4M -$22M -80,551 -66%
BF
650
BOK Financial
Oklahoma
$11.3M +$2.51M +9,205 +29%