CRM icon

Salesforce

2,925 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 1,380 increasing their positions, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,925
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
WA
2726
WPG Advisers
Maryland
$81.5K
PWMG
2727
Prestige Wealth Management Group
New Jersey
$79.7K
MHR
2728
Matthew Hamilton Rosenberg
$79.6K
PSFG
2729
Park Square Financial Group
Georgia
$78K
SHIM
2730
Stone House Investment Management
Pennsylvania
$77.7K
NCM
2731
Northwest Capital Management
Oregon
$77.2K
CTA
2732
Colonial Trust Advisors
South Carolina
$76.9K
BI
2733
Binnacle Investments
Iowa
$75.5K
MS
2734
Marshall & Sullivan
Washington
$75K
CBT
2735
Crews Bank & Trust
Florida
$73.9K
USB
2736
Union Savings Bank
Connecticut
$71.6K
PWM
2737
Proathlete Wealth Management
Florida
$71.4K
RA
2738
Rational Advisors
New York
$68.7K
VEA
2739
Virtus ETF Advisers
New York
$67.6K
PCFFS
2740
Pacific Center for Financial Services
California
$63K
BONH
2741
Bank of New Hampshire
New Hampshire
$62.7K
CFS
2742
CGC Financial Services
Oregon
$60.8K
ME
2743
McIlrath & Eck
Washington
$59.6K
DAM
2744
Delta Asset Management
Tennessee
$59.2K
MIM
2745
MTM Investment Management
South Carolina
$58.6K
WA
2746
Whipplewood Advisors
Colorado
$57.3K
HHMI
2747
Howard Hughes Medical Institute
Maryland
$56.2K
SC
2748
Swan Capital
Florida
$55.9K
AWM
2749
Ameliora Wealth Management
Switzerland
$55.9K
T
2750
Tidemark
California
$55.6K