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Salesforce

2,920 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, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,920
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
LHC
1201
Little House Capital
Massachusetts
$2.59M
RMC
1202
Resources Management Corp
Connecticut
$2.59M
CAMV
1203
Concord Asset Management (Virginia)
Virginia
$2.58M
CWP
1204
Concord Wealth Partners
Virginia
$2.58M
PTC
1205
Private Trust Company
Ohio
$2.58M
CCWM
1206
Correct Capital Wealth Management
Missouri
$2.57M
CTC
1207
Cetera Trust Company
Minnesota
$2.57M
BWG
1208
Boomfish Wealth Group
Georgia
$2.56M
NW
1209
Naviter Wealth
Arkansas
$2.56M
COI
1210
Connable Office Inc
Michigan
$2.55M
AI
1211
Aperture Investors
New York
$2.55M
BAM
1212
Belpointe Asset Management
Nevada
$2.52M
WF
1213
Welch & Forbes
Massachusetts
$2.52M
BCM
1214
Boltwood Capital Management
California
$2.52M
CI
1215
Cigna Investments
Connecticut
$2.51M
P
1216
Pitcairn
Pennsylvania
$2.51M
DS
1217
DRW Securities
Illinois
$2.5M
FFM
1218
Forum Financial Management
Illinois
$2.5M
HG
1219
Herbst Group
Connecticut
$2.49M
AIP
1220
Ameritas Investment Partners
Nebraska
$2.49M
VCM
1221
Verde Capital Management
Michigan
$2.47M
CHAM
1222
Clear Harbor Asset Management
Connecticut
$2.47M
FGC
1223
Financial Gravity Companies
Texas
$2.46M
RP
1224
Rice Partnership
Hawaii
$2.46M
TSWM
1225
Triangle Securities Wealth Management
North Carolina
$2.45M