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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 %
3IP
1776
3Chopt Investment Partners
Virginia
$870K +$250K +917 +40%
OFS
1777
OneAscent Financial Services
Alabama
$870K -$85.6K -314 -9%
ARMT
1778
Amica Retiree Medical Trust
Rhode Island
$868K
SRC
1779
Sage Rhino Capital
California
$866K +$2.73K +10 +0.3%
GI
1780
GAMCO Investors
Connecticut
$861K -$8.45K -31 -1%
B
1781
Barings
North Carolina
$861K -$171K -626 -17%
MFS
1782
Mattson Financial Services
Michigan
$861K +$12K +44 +1%
SOS
1783
Silver Oak Securities
Tennessee
$861K +$33K +121 +4%
CMANY
1784
Capital Management Associates (New York)
New York
$859K
MCWA
1785
Meadow Creek Wealth Advisors
Georgia
$853K -$116K -425 -12%
AFM
1786
Abbot Financial Management
Massachusetts
$852K +$102K +375 +14%
XF
1787
XML Financial
Maryland
$852K -$31.9K -117 -4%
1IA
1788
1834 Investment Advisors
Wisconsin
$851K +$1.91K +7 +0.2%
HI
1789
Harbour Investments
Wisconsin
$851K +$23.7K +87 +3%
NPA
1790
Nichols & Pratt Advisers
Massachusetts
$849K +$218K +800 +35%
MLA
1791
My Legacy Advisors
Oregon
$844K +$68.4K +259 +9%
BTW
1792
Boston Trust Walden
Massachusetts
$842K +$281K +1,030 +50%
BIG
1793
Brookwood Investment Group
Arizona
$839K +$293K +1,075 +54%
TP
1794
Tranquility Partners
Tennessee
$839K
RF
1795
Roxbury Financial
New Jersey
$839K -$13.6K -50 -2%
QC
1796
Quent Capital
New York
$838K -$7.64K -28 -0.9%
HIC
1797
Holderness Investments Company
North Carolina
$838K +$44.4K +163 +6%
WIM
1798
Waverton Investment Management
United Kingdom
$838K
MYIA
1799
Mount Yale Investment Advisors
Colorado
$836K -$133K -487 -14%
IIC
1800
Integrated Investment Consultants
Michigan
$833K -$134K -492 -14%