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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 %
TPI
1651
Trust Point Inc
Wisconsin
$1.09M -$63.5K -233 -6%
CFMC
1652
Curbstone Financial Management Corp
New Hampshire
$1.08M +$95.4K +350 +10%
CBTWT
1653
Community Bank & Trust (Waco, Texas)
Texas
$1.08M
FIC
1654
FCG Investment Company
Tennessee
$1.08M -$1.01M -3,693 -48%
TAM
1655
Trillium Asset Management
Massachusetts
$1.08M -$273 -1 -0%
LGA
1656
Lebenthal Global Advisors
New York
$1.08M -$70.4K -258 -6%
MDA
1657
Minot DeBlois Advisors
Massachusetts
$1.08M +$10.9K +40 +1%
MCA
1658
Magnolia Capital Advisors
Mississippi
$1.07M -$39.8K -146 -4%
WF
1659
WinCap Financial
Massachusetts
$1.07M +$32.4K +119 +3%
MI
1660
Motiv8 Investments
Florida
$1.07M +$120K +441 +13%
CFG
1661
Carr Financial Group
Massachusetts
$1.07M
FRM
1662
Fox Run Management
Connecticut
$1.07M +$1.07M +3,907 New
BAM
1663
Blueshift Asset Management
New Jersey
$1.07M +$1.07M +3,906 New
FFG
1664
Fiduciary Financial Group
California
$1.06M -$109K -400 -9%
RIL
1665
Rothschild Investment LLC
Illinois
$1.06M +$116K +427 +12%
BI
1666
Bradyco Inc
Massachusetts
$1.06M
CLA
1667
Carnegie Lake Advisors
New Jersey
$1.06M
WFI
1668
West Family Investments
California
$1.06M +$289K +1,060 +38%
UIM
1669
Unified Investment Management
Georgia
$1.06M +$15.3K +56 +1%
OM
1670
OV Management
Minnesota
$1.06M -$1.76M -6,453 -63%
BA
1671
Birinyi Associates
Connecticut
$1.05M
FAM
1672
Fairtree Asset Management
South Africa
$1.05M +$607K +2,225 +136%
GBT
1673
Grove Bank & Trust
Florida
$1.05M -$9.27K -34 -0.9%
SAM
1674
Stansberry Asset Management
Texas
$1.04M -$3.78M -13,849 -78%
PFG
1675
Putney Financial Group
California
$1.04M -$45K -165 -4%