CRM icon

Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
CCMW
2576
Cypress Capital Management (Wyoming)
Wyoming
$218K
AWF
2577
Alpha Wealth Funds
Utah
$218K
CIA
2578
Cladis Investment Advisory
Montana
$218K
SWM
2579
SilverOak Wealth Management
Minnesota
$218K
RWA
2580
Redhawk Wealth Advisors
Minnesota
$218K
VCP
2581
Verus Capital Partners
Arizona
$218K
WCM
2582
Wellington Capital Management
Maryland
$218K
PWA
2583
Prairie Wealth Advisors
Nebraska
$218K
RRA
2584
Round Rock Advisors
Connecticut
$218K
AIM
2585
Alhambra Investment Management
Florida
$217K
WAM
2586
Weatherly Asset Management
California
$217K
CGA
2587
Crescent Grove Advisors
Illinois
$217K
HCM
2588
HMS Capital Management
Tennessee
$217K
BMM
2589
Berkshire Money Management
Massachusetts
$216K
MSWM
2590
Mowery & Schoenfeld Wealth Management
Illinois
$216K
BH
2591
Burk Holdings
Oklahoma
$216K
WPA
2592
West Paces Advisors
Georgia
$216K
CHC
2593
City Holding Co
West Virginia
$216K
GWP
2594
Gateway Wealth Partners
Wisconsin
$215K
TA
2595
Teramo Advisors
Florida
$214K
SPI
2596
Sutton Place Investors
New York
$214K
SFS
2597
Stiles Financial Services
Minnesota
$214K
ACC
2598
Acorn Creek Capital
Colorado
$213K
KSWWM
2599
Keyes Stange & Wooten Wealth Management
Florida
$213K
CAM
2600
Clark Asset Management
New Hampshire
$213K