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
SIA
2576
SkyView Investment Advisors
New Jersey
$220K
IIM
2577
InTrack Investment Management
Vermont
$220K
EFL
2578
ERn Financial LLC
Wisconsin
$219K
CCMW
2579
Cypress Capital Management (Wyoming)
Wyoming
$218K
AWF
2580
Alpha Wealth Funds
Utah
$218K
CIA
2581
Cladis Investment Advisory
Montana
$218K
SWM
2582
SilverOak Wealth Management
Minnesota
$218K
RWA
2583
Redhawk Wealth Advisors
Minnesota
$218K
VCP
2584
Verus Capital Partners
Arizona
$218K
WCM
2585
Wellington Capital Management
Maryland
$218K
PWA
2586
Prairie Wealth Advisors
Nebraska
$218K
RRA
2587
Round Rock Advisors
Connecticut
$218K
AIM
2588
Alhambra Investment Management
Florida
$217K
WAM
2589
Weatherly Asset Management
California
$217K
CGA
2590
Crescent Grove Advisors
Illinois
$217K
HCM
2591
HMS Capital Management
Tennessee
$217K
BMM
2592
Berkshire Money Management
Massachusetts
$216K
MSWM
2593
Mowery & Schoenfeld Wealth Management
Illinois
$216K
BH
2594
Burk Holdings
Oklahoma
$216K
WPA
2595
West Paces Advisors
Georgia
$216K
CHC
2596
City Holding Co
West Virginia
$216K
GWP
2597
Gateway Wealth Partners
Wisconsin
$215K
TA
2598
Teramo Advisors
Florida
$214K
SPI
2599
Sutton Place Investors
New York
$214K
SFS
2600
Stiles Financial Services
Minnesota
$214K