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Salesforce

2,919 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, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
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
BBP
2226
Banco BTG Pactual
Brazil
$388K
LA
2227
Lifeworks Advisors
Michigan
$387K
BB
2228
Busey Bank
Illinois
$386K
CFIA
2229
Cantor Fitzgerald Investment Advisors
New York
$384K
SSWM
2230
Sheets Smith Wealth Management
North Carolina
$384K
DE
2231
Diversified Enterprises
Delaware
$384K
Cohen & Steers
2232
Cohen & Steers
New York
$382K
QL
2233
Quarry LP
New York
$382K
TFM
2234
TFC Financial Management
Massachusetts
$381K
LRWA
2235
Long Run Wealth Advisors
New York
$380K
FFC
2236
First Financial Corp
Indiana
$379K
IA
2237
IFC Advisors
California
$379K
EAM
2238
Empirical Asset Management
Massachusetts
$376K
CIM
2239
Cambria Investment Management
California
$376K
APG
2240
Abacus Planning Group
South Carolina
$376K
GFA
2241
Gallagher Fiduciary Advisors
Illinois
$375K
OL
2242
one8zero8 LLC
North Carolina
$374K
SWM
2243
Scissortail Wealth Management
Oklahoma
$373K
SCG
2244
Sonata Capital Group
Washington
$373K
FWA
2245
FSM Wealth Advisors
Ohio
$373K
BFG
2246
Beacon Financial Group
Texas
$373K
BOC
2247
Bull Oak Capital
California
$372K
MFA
2248
Morling Financial Advisors
California
$370K
TM
2249
TigerOak Management
New Mexico
$369K
BFC
2250
Bedel Financial Consulting
Indiana
$369K