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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
RMC
1201
Resources Management Corp
Connecticut
$2.59M
CAMV
1202
Concord Asset Management (Virginia)
Virginia
$2.58M
CWP
1203
Concord Wealth Partners
Virginia
$2.58M
PTC
1204
Private Trust Company
Ohio
$2.58M
CCWM
1205
Correct Capital Wealth Management
Missouri
$2.57M
CTC
1206
Cetera Trust Company
Minnesota
$2.57M
BWG
1207
Boomfish Wealth Group
Georgia
$2.56M
NW
1208
Naviter Wealth
Arkansas
$2.56M
COI
1209
Connable Office Inc
Michigan
$2.55M
AI
1210
Aperture Investors
New York
$2.55M
BAM
1211
Belpointe Asset Management
Nevada
$2.52M
WF
1212
Welch & Forbes
Massachusetts
$2.52M
BCM
1213
Boltwood Capital Management
California
$2.52M
CI
1214
Cigna Investments
Connecticut
$2.51M
P
1215
Pitcairn
Pennsylvania
$2.51M
DS
1216
DRW Securities
Illinois
$2.5M
FFM
1217
Forum Financial Management
Illinois
$2.5M
HG
1218
Herbst Group
Connecticut
$2.49M
AIP
1219
Ameritas Investment Partners
Nebraska
$2.49M
VCM
1220
Verde Capital Management
Michigan
$2.47M
CHAM
1221
Clear Harbor Asset Management
Connecticut
$2.47M
FGC
1222
Financial Gravity Companies
Texas
$2.46M
RP
1223
Rice Partnership
Hawaii
$2.46M
TSWM
1224
Triangle Securities Wealth Management
North Carolina
$2.45M
SW
1225
SVB Wealth
Massachusetts
$2.44M