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
FCAS
2651
First Command Advisory Services
Texas
$179K
LC
2652
L1 Capital
Australia
$177K
DCBT
2653
Dakota Community Bank & Trust
North Dakota
$174K
BCPWM
2654
Bradley & Co Private Wealth Management
Florida
$169K
BOJHT
2655
Bank of Jackson Hole Trust
Wyoming
$167K
HDIM
2656
Hanson & Doremus Investment Management
Vermont
$166K
TF
2657
Tompkins Financial
New York
$156K
CL
2658
CSS LLC
Illinois
$153K
T
2659
Tableaux
Massachusetts
$151K
JWA
2660
JFS Wealth Advisors
Pennsylvania
$150K
PWAM
2661
Private Wealth Asset Management
Iowa
$149K
BDL
2662
Banque de Luxembourg
Luxembourg
$148K
PW
2663
Pandora Wealth
Illinois
$145K
OC
2664
Oakworth Capital
Alabama
$142K
MWM
2665
Mascoma Wealth Management
New Hampshire
$141K
OIA
2666
Optimum Investment Advisors
Illinois
$136K
DMBA
2667
Deseret Mutual Benefit Administrators
Utah
$133K
PCTC
2668
Perkins Coie Trust Company
Washington
$132K
VFM
2669
Vision Financial Markets
Connecticut
$130K
BIA
2670
Bell Investment Advisors
California
$130K
AT
2671
Arlington Trust
Alabama
$129K
CSC
2672
Caldwell Sutter Capital
California
$128K
FFA
2673
Frazier Financial Advisors
Ohio
$127K
FCG
2674
Financial Connections Group
California
$126K
BHWM
2675
Beaird Harris Wealth Management
Texas
$119K