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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
LNWWM
751
Laird Norton Wetherby Wealth Management
California
$7.87M
ZBNA
752
Zions Bancorporation, National Association
Utah
$7.84M
CM
753
CastleKnight Management
New York
$7.8M
ACM
754
Advisors Capital Management
New Jersey
$7.78M
CTC
755
Central Trust Company
Missouri
$7.69M
DT
756
Diversified Trust
Tennessee
$7.58M
HCM
757
Harvey Capital Management
Florida
$7.54M
MWM
758
Modera Wealth Management
New Jersey
$7.53M
AAM
759
Advisors Asset Management
Colorado
$7.52M
AF
760
Ally Financial
Michigan
$7.5M
KIA
761
Knollwood Investment Advisory
Maryland
$7.49M
CWM
762
CMH Wealth Management
New Hampshire
$7.49M
HAG
763
HighPoint Advisor Group
Illinois
$7.48M
CK
764
Cohen Klingenstein
New York
$7.44M
OQS
765
Occudo Quantitative Strategies
Florida
$7.39M
ATC
766
Argent Trust Co
Tennessee
$7.36M
SM
767
Selkirk Management
New Jersey
$7.36M
VT
768
Vise Technologies
New York
$7.35M
BZWA
769
Blue Zone Wealth Advisors
California
$7.27M
FNT
770
First National Trust
Pennsylvania
$7.27M
MWM
771
Marietta Wealth Management
Georgia
$7.23M
TCA
772
Trifecta Capital Advisors
Illinois
$7.23M
WS
773
Wedbush Securities
California
$7.15M
DJSG
774
D.J. St. Germain
Massachusetts
$7.14M
EWM
775
Evercore Wealth Management
New York
$7.09M