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Salesforce

2,905 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, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% 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
1,372
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 %
VI
876
Vestcor Inc
New Brunswick, Canada
$5.39M +$349K +1,280 +7%
LDB
877
Lee, Danner & Bass
Tennessee
$5.38M +$5.38M +19,720 New
BIP
878
Bouvel Investment Partners
Pennsylvania
$5.37M +$48K +176 +0.9%
B
879
Bailard
California
$5.34M -$48.5K -178 -0.9%
PWP
880
Private Wealth Partners
California
$5.33M -$130K -475 -2%
IA
881
IFP Advisors
Florida
$5.32M +$2.31M +8,483 +77%
HW
882
Hancock Whitney
Mississippi
$5.32M +$1.94M +7,102 +57%
EIM
883
Essex Investment Management
Massachusetts
$5.32M -$121K -443 -2%
SAM
884
Smithbridge Asset Management
Pennsylvania
$5.31M -$186K -681 -3%
WTC
885
WhitTier Trust Company
Nevada
$5.3M -$10.3M -37,593 -66%
SC
886
Sawyer & Company
Massachusetts
$5.29M +$88.1K +323 +2%
EB
887
Eastern Bank
Massachusetts
$5.27M -$11.7M -43,054 -69%
CIG
888
Consolidated Investment Group
Colorado
$5.27M
AFG
889
Atomi Financial Group
New York
$5.25M +$470K +1,722 +10%
RCM
890
RNC Capital Management
California
$5.24M +$977K +3,584 +23%
WIC
891
Woodmont Investment Counsel
Tennessee
$5.24M +$134K +493 +3%
ETC
892
Exchange Traded Concepts
Oklahoma
$5.22M +$2.41M +8,825 +86%
HBCM
893
Heron Bay Capital Management
Michigan
$5.2M +$310K +1,135 +6%
ECM
894
Everence Capital Management
Indiana
$5.2M -$1.96M -7,170 -27%
ICM
895
Invenomic Capital Management
Massachusetts
$5.19M +$5.19M +19,021 New
PT
896
Plimoth Trust
Massachusetts
$5.14M +$155K +568 +3%
QPWM
897
Quadrant Private Wealth Management
Pennsylvania
$5.13M +$52.7K +193 +1%
KFS
898
Kurt F. Somerville
$5.13M +$991K +3,635 +24%
WPP
899
Whalerock Point Partners
Rhode Island
$5.13M +$92.2K +338 +2%
HIC
900
Hartline Investment Corp
Illinois
$5.13M -$443K -1,626 -8%