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
RAM
2826
Riggs Asset Management
Pennsylvania
$18K
TIM
2827
Tortoise Investment Management
New York
$17.7K
TFA
2828
Transamerica Financial Advisors
Florida
$17.2K
TVWM
2829
Tower View Wealth Management
Wisconsin
$16.5K
ICM
2830
Islay Capital Management
Texas
$16.4K
MBFW
2831
Morton Brown Family Wealth
Pennsylvania
$16.4K
PP
2832
PFS Partners
New Jersey
$15.9K
DWM
2833
Dogwood Wealth Management
Kansas
$15.6K
MAS
2834
MPWM Advisory Solutions
Georgia
$15.6K
IWM
2835
IMG Wealth Management
Florida
$15.5K
PCC
2836
Park Circle Company
Maryland
$14.7K
MCA
2837
Midwest Capital Advisors
Michigan
$14.5K
CWM
2838
Centricity Wealth Management
Ohio
$14.5K
BFS
2839
Bare Financial Services
Pennsylvania
$14.5K
PA
2840
Pineridge Advisors
Missouri
$14.2K
MFC
2841
Mechanics Financial Corp
Ohio
$13.6K
CB
2842
Centennial Bank
Arkansas
$13.6K
DWA
2843
Delos Wealth Advisors
Texas
$13.6K
WCM
2844
WealthTrak Capital Management
Virginia
$13.4K
EA
2845
Evolution Advisers
Virginia
$13K
PP
2846
PrairieView Partners
Minnesota
$13K
CMP
2847
Coston McIsaac & Partners
Maine
$13K
BFP
2848
Briaud Financial Planning
Texas
$13K
STB
2849
S&T Bank
Pennsylvania
$12.8K
MAFA
2850
MJT & Associates Financial Advisory
Minnesota
$12.5K