CRM icon

Salesforce

2,925 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 1,380 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,925
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
EAM
2501
Evanson Asset Management
California
$251K
TCOO
2502
Trust Company of Oklahoma
Oklahoma
$251K
MSA
2503
McAlister Sweet & Associates
Texas
$250K
NBWM
2504
North Berkeley Wealth Management
California
$250K
MPM
2505
MBB Public Markets
Illinois
$250K
ZIC
2506
ZWJ Investment Counsel
Georgia
$250K
BPAMU
2507
BTG Pactual Asset Management US
New York
$249K
YWS
2508
Yarger Wealth Strategies
Ohio
$248K
TA
2509
Tactive Advisors
Florida
$248K
CCA
2510
Catalyst Capital Advisors
New York
$247K
PP
2511
Postrock Partners
Oregon
$247K
WA
2512
Westfuller Advisors
New York
$246K
AFM
2513
Armstrong Fleming & Moore
District of Columbia
$246K
VF
2514
Vawter Financial
Ohio
$245K
CPC
2515
Cookson Peirce & Co
Pennsylvania
$245K
ERWM
2516
Elk River Wealth Management
Colorado
$245K
SFO
2517
Stenger Family Office
Illinois
$244K
VCM
2518
Vivaldi Capital Management
Illinois
$244K
TWM
2519
Topsail Wealth Management
North Carolina
$244K
SSWG
2520
Seven Springs Wealth Group
Tennessee
$244K
RWM
2521
Rialto Wealth Management
New York
$244K
BWP
2522
BlueStem Wealth Partners
Minnesota
$242K
SAM
2523
Summit Asset Management
Tennessee
$242K
GAG
2524
Goodman Advisory Group
Massachusetts
$242K
SW
2525
SkyOak Wealth
Michigan
$242K