CRM icon

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
CAL
2551
Capital Advisors Ltd
Ohio
$230K
OPA
2552
Old Port Advisors
Maine
$230K
HWA
2553
Heritage Wealth Advisors
Virginia
$229K
BWM
2554
BCS Wealth Management
Tennessee
$229K
RE
2555
Rydar Equities
Texas
$229K
JCM
2556
Janney Capital Management
Pennsylvania
$228K
AWA
2557
Archvest Wealth Advisors
California
$228K
TWA
2558
Talisman Wealth Advisors
New Jersey
$227K
RIA
2559
Realta Investment Advisors
Delaware
$226K
MPCL
2560
My Personal CFO LLC
Washington
$226K
CW
2561
Code Waechter
Florida
$226K
OP
2562
ORG Partners
Indiana
$225K
BAS
2563
Brueske Advisory Services
Washington
$225K
PA
2564
PSI Advisors
Florida
$225K
AAM
2565
Alphadyne Asset Management
New York
$225K
PFM
2566
Patton Fund Management
Texas
$224K
SWM
2567
Sagace Wealth Management
Florida
$224K
CGF
2568
Constant Guidance Financial
Massachusetts
$224K
HB
2569
Horizon Bancorp
Indiana
$223K
SN
2570
Sittner & Nelson
Oregon
$223K
BWM
2571
Blossom Wealth Management
California
$222K
NCTC
2572
New Covenant Trust Company
Indiana
$222K
BPC
2573
Bearing Point Capital
Minnesota
$221K
CAI
2574
Capital Advisors Inc
Oklahoma
$220K
OFO
2575
OneAscent Family Office
Alabama
$220K