CRM icon

Salesforce

2,914 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, 1,372 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,914
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
IA
2626
Intellus Advisors
Florida
$205K
AWM
2627
Abound Wealth Management
Tennessee
$204K
GA
2628
GoalVest Advisory
New York
$204K
GIA
2629
Guyasuta Investment Advisors
Pennsylvania
$204K
WDL
2630
Well Done LLC
Michigan
$203K
GWM
2631
GSB Wealth Management
Connecticut
$203K
USWIA
2632
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K
GSIS
2633
Global Strategic Investment Solutions
Arizona
$203K
NIP
2634
Nicholas Investment Partners
California
$203K
VHAM
2635
Van Hulzen Asset Management
California
$202K
1WM
2636
1900 Wealth Management
Texas
$202K
PSF
2637
Pacific Sun Financial
California
$202K
AM
2638
Account Management
Massachusetts
$202K
LFS
2639
Legacy Financial Strategies
Kansas
$202K
SIAP
2640
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
AC
2641
Avory & Company
Florida
$201K
AWG
2642
Altus Wealth Group
Colorado
$201K
MWS
2643
MFA Wealth Services
California
$200K
VCP
2644
Vista Capital Partners
Oregon
$200K
AF
2645
Affiance Financial
Minnesota
$200K
FRA
2646
Front Row Advisors
California
$197K
HFS
2647
Hughes Financial Services
Virginia
$194K
C
2648
Covestor
United Kingdom
$193K
BCM
2649
Blume Capital Management
California
$185K
NWM
2650
Nova Wealth Management
Florida
$182K