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Salesforce

2,921 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, 1,376 increasing their positions, 1,038 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,921
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
AWM
751
Apollon Wealth Management
South Carolina
$7.88M
LNWWM
752
Laird Norton Wetherby Wealth Management
California
$7.87M
ZBNA
753
Zions Bancorporation, National Association
Utah
$7.84M
CM
754
CastleKnight Management
New York
$7.8M
ACM
755
Advisors Capital Management
New Jersey
$7.78M
CTC
756
Central Trust Company
Missouri
$7.69M
DT
757
Diversified Trust
Tennessee
$7.58M
HCM
758
Harvey Capital Management
Florida
$7.54M
MWM
759
Modera Wealth Management
New Jersey
$7.53M
AAM
760
Advisors Asset Management
Colorado
$7.52M
AF
761
Ally Financial
Michigan
$7.5M
KIA
762
Knollwood Investment Advisory
Maryland
$7.49M
CWM
763
CMH Wealth Management
New Hampshire
$7.49M
HAG
764
HighPoint Advisor Group
Illinois
$7.48M
CK
765
Cohen Klingenstein
New York
$7.44M
OQS
766
Occudo Quantitative Strategies
Florida
$7.39M
ATC
767
Argent Trust Co
Tennessee
$7.36M
SM
768
Selkirk Management
New Jersey
$7.36M
VT
769
Vise Technologies
New York
$7.35M
BZWA
770
Blue Zone Wealth Advisors
California
$7.27M
FNT
771
First National Trust
Pennsylvania
$7.27M
MWM
772
Marietta Wealth Management
Georgia
$7.23M
TCA
773
Trifecta Capital Advisors
Illinois
$7.23M
WS
774
Wedbush Securities
California
$7.15M
DJSG
775
D.J. St. Germain
Massachusetts
$7.14M