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
SLT
2626
St Louis Trust
Missouri
$205K
CCM
2627
Chiron Capital Management
Florida
$205K
DG
2628
DMC Group
Alabama
$205K
OFW
2629
Omnia Family Wealth
Florida
$205K
IA
2630
Intellus Advisors
Florida
$205K
AWM
2631
Abound Wealth Management
Tennessee
$204K
GA
2632
GoalVest Advisory
New York
$204K
GIA
2633
Guyasuta Investment Advisors
Pennsylvania
$204K
WDL
2634
Well Done LLC
Michigan
$203K
GWM
2635
GSB Wealth Management
Connecticut
$203K
USWIA
2636
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K
GSIS
2637
Global Strategic Investment Solutions
Arizona
$203K
NIP
2638
Nicholas Investment Partners
California
$203K
VHAM
2639
Van Hulzen Asset Management
California
$202K
1WM
2640
1900 Wealth Management
Texas
$202K
PSF
2641
Pacific Sun Financial
California
$202K
AM
2642
Account Management
Massachusetts
$202K
LFS
2643
Legacy Financial Strategies
Kansas
$202K
SIAP
2644
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
AC
2645
Avory & Company
Florida
$201K
AWG
2646
Altus Wealth Group
Colorado
$201K
MWS
2647
MFA Wealth Services
California
$200K
VCP
2648
Vista Capital Partners
Oregon
$200K
AF
2649
Affiance Financial
Minnesota
$200K
FRA
2650
Front Row Advisors
California
$197K