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Salesforce

2,916 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, 1,374 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,916
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
HH
1026
Hilltop Holdings
Texas
$3.7M
KIM
1027
Kestra Investment Management
Texas
$3.7M
CAM
1028
Cozad Asset Management
Illinois
$3.69M
RWM
1029
Rockline Wealth Management
New York
$3.68M
MA
1030
Mutual Advisors
Nebraska
$3.67M
MJP
1031
Michael J. Puzo
$3.67M
WMA
1032
West Michigan Advisors
Michigan
$3.66M
JGUA
1033
John G. Ullman & Associates
New York
$3.62M
IIA
1034
IPG Investment Advisors
California
$3.61M
DBG
1035
De Burlo Group
Massachusetts
$3.6M
RBA
1036
Richard Bernstein Advisors
New York
$3.6M
IAN
1037
Integrated Advisors Network
Texas
$3.6M
MC
1038
Machina Capital
France
$3.59M
KOCAA
1039
Knights of Columbus Asset Advisors
Connecticut
$3.59M
GIM
1040
Generali Investments Management
Slovenia
$3.57M
PCIG
1041
Partners Capital Investment Group
Massachusetts
$3.57M
USCWA
1042
U.S. Capital Wealth Advisors
Texas
$3.56M
QPBE
1043
Quintet Private Bank (Europe)
Luxembourg
$3.55M
XT
1044
XTX Topco
Cayman Islands
$3.55M
MWM
1045
Marion Wealth Management
Pennsylvania
$3.54M
AI
1046
AXS Investments
New York
$3.54M
NFG
1047
Nations Financial Group
Iowa
$3.53M
WAS
1048
Winch Advisory Services
Wisconsin
$3.52M
SC
1049
Savoie Capital
Illinois
$3.52M
GMA
1050
Glassy Mountain Advisors
Maryland
$3.52M