# Institutional investors adjust Salesforce holdings

> Live situation record from CLSTR: https://clstr.news/situations/institutional-investors-adjust-salesforce-holdings
> Updated: 2026-08-02T07:52:34.000Z. Sources: 2. Developments: 2.

In late July, two hedge funds significantly increased their positions in Salesforce. Rule One Partners bought 87,000 shares (about $16.2 million) and TAM Capital purchased 219,345 shares (about $40.9 million), each making the stock their second‑largest holding and contributing to the roughly 80 % of Salesforce shares owned by institutions.

A few days later, a filing showed Cozad Asset Management cutting its Salesforce stake by 43 %, selling 6,125 shares and ending the quarter with only 8,120 shares worth about $1.5 million. The contrast illustrates a rapid shift from sizable buying to portfolio trimming among institutional investors in the company.

## Timeline

### 2026-08-02: Institutional investors trim holdings in Salesforce and Expeditors

Cozad Asset Management cut its Salesforce stake by 43% and Keel Point LLC reduced its Expeditors holding by 27% in recent 13F filings.

2 sources. https://clstr.news/cluster/institutional-investors-trim-holdings-in-salesforce-and-expeditors

### 2026-07-28: Institutional Investors Increase Stakes in Salesforce Stock

Rule One Partners and TAM Capital Management each boosted their Salesforce holdings, buying $16 m and $41 m of stock respectively, part of a broader institutional ownership of about 80 % of the company.

2 sources. https://clstr.news/cluster/institutional-investors-increase-stakes-in-salesforce-stock

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Cite as: Institutional investors adjust Salesforce holdings. CLSTR, https://clstr.news/situations/institutional-investors-adjust-salesforce-holdings