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
AWM
2601
Atticus Wealth Management
Florida
$212K
CM
2602
Capula Management
Cayman Islands
$212K
HWM
2603
Hemington Wealth Management
Virginia
$212K
PMG
2604
Private Management Group
California
$212K
CG
2605
CFO4Life Group
Texas
$211K
LFG
2606
Lockerman Financial Group
California
$210K
QFA
2607
Quantum Financial Advisors
California
$209K
RAS
2608
RPS Advisory Solutions
Kentucky
$209K
MSS
2609
Mitchell Sinkler & Starr
Pennsylvania
$209K
MAG
2610
M3 Advisory Group
Massachusetts
$208K
EB
2611
Exchange Bank
California
$208K
CFA
2612
Cahill Financial Advisors
Minnesota
$208K
TA
2613
TruWealth Advisors
Louisiana
$208K
UWM
2614
USAdvisors Wealth Management
Minnesota
$208K
WN
2615
Williams & Novak
California
$207K
RCM
2616
Raleigh Capital Management
North Carolina
$207K
TCM
2617
Tufton Capital Management
Maryland
$207K
SA
2618
Strategic Advocates
Utah
$207K
TFA
2619
Tranquilli Financial Advisor
New Jersey
$206K
GKIM
2620
GW&K Investment Management
Massachusetts
$206K
AFG
2621
ABLE Financial Group
Arizona
$206K
T
2622
Transce3nd
Texas
$206K
SLT
2623
St Louis Trust
Missouri
$205K
CCM
2624
Chiron Capital Management
Florida
$205K
DG
2625
DMC Group
Alabama
$205K