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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
FB
1726
First Bancorp
Maine
$956K
GSIAS
1727
Garden State Investment Advisory Services
New Jersey
$956K
CIG
1728
Cascade Investment Group
Colorado
$953K
TPW
1729
Talon Private Wealth
Florida
$949K
KIA
1730
Kraematon Investment Advisors
Massachusetts
$945K
RBFC
1731
Roman Butler Fullerton & Co
Missouri
$944K
NHC
1732
Nicholas Hoffman & Company
Georgia
$943K
HBW
1733
Hazlett, Burt & Watson
West Virginia
$943K
IWA
1734
Icon Wealth Advisors
Texas
$943K
FAM
1735
Formidable Asset Management
Ohio
$943K
HCM
1736
Howland Capital Management
Massachusetts
$942K
SCA
1737
STALEY CAPITAL ADVISERS
Pennsylvania
$939K
AWAU
1738
Alliance Wealth Advisors (Utah)
Utah
$938K
AP
1739
Americana Partners
Texas
$934K
EMC
1740
Everest Management Corp
California
$929K
VCM
1741
Virtue Capital Management
Tennessee
$927K
PR
1742
Payden & Rygel
California
$927K
KSB
1743
Kennebec Savings Bank
Maine
$924K
WPW
1744
Waldron Private Wealth
Pennsylvania
$923K
MFA
1745
Mayflower Financial Advisors
Massachusetts
$923K
CS
1746
Crescent Sterling
Louisiana
$917K
AWAG
1747
ARS Wealth Advisors Group
Florida
$917K
KA
1748
Klingman & Associates
New York
$915K
SWIG
1749
Strategic Wealth Investment Group
Kentucky
$914K
EHWM
1750
Eads & Heald Wealth Management
Georgia
$911K