CRM icon

Salesforce

2,913 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, 1,033 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,913
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
SAM
2701
Sherman Asset Management
California
$90.8K
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$90.4K
ECM
2703
Estabrook Capital Management
New York
$90.3K
VC
2704
Vestor Capital
Illinois
$90K
LFASL
2705
Lugano Financial Advisors SA (LFA)
Switzerland
$90K
FP
2706
Financial Perspectives
Minnesota
$89.3K
FAM
2707
Flaharty Asset Management
Florida
$88.4K
RTL
2708
Red Tortoise LLC
Georgia
$87.7K
AAG
2709
Armstrong Advisory Group
Massachusetts
$87K
RFG
2710
REAP Financial Group
Texas
$85.6K
EPAM
2711
Evelyn Partners Asset Management
$85.4K
MLA
2712
MB, Levis & Associates
Pennsylvania
$84.8K
SSG
2713
Summit Securities Group
New York
$84.3K
UIA
2714
Ulland Investment Advisors
Minnesota
$84K
HFS
2715
Horizon Financial Services
North Carolina
$81.8K
WA
2716
WPG Advisers
Maryland
$81.5K
PWMG
2717
Prestige Wealth Management Group
New Jersey
$79.7K
MHR
2718
Matthew Hamilton Rosenberg
$79.6K
PSFG
2719
Park Square Financial Group
Georgia
$78K
SHIM
2720
Stone House Investment Management
Pennsylvania
$77.7K
NCM
2721
Northwest Capital Management
Oregon
$77.2K
CTA
2722
Colonial Trust Advisors
South Carolina
$76.9K
BI
2723
Binnacle Investments
Iowa
$75.5K
MS
2724
Marshall & Sullivan
Washington
$75K
CBT
2725
Crews Bank & Trust
Florida
$73.9K