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
CFP
3076
Cascade Financial Partners
California
UFF
3077
USA Financial Formulas
Michigan
PCA
3078
Purkiss Capital Advisors
Connecticut
LWM
3079
Laidlaw Wealth Management
New York
RWI
3080
Red Wave Investments
Pennsylvania
MHWM
3081
Montz Harcus Wealth Management
Louisiana
CCG
3082
Catalina Capital Group
California
WA
3083
Wealthstar Advisors
Texas
CPC
3084
Consolidated Planning Corp
Georgia
CWM
3085
Challenger Wealth Management
California
TWM
3086
Tanager Wealth Management
United Kingdom
CWM
3087
Cherrydale Wealth Management
New Jersey
MAG
3088
MRA Advisory Group
New Jersey
AIM
3089
Acropolis Investment Management
Missouri
GFPC
3090
Global Financial Private Client
Florida
SFG
3091
Stonebridge Financial Group
Pennsylvania
SCB
3092
Saudi Central Bank
Saudi Arabia
CWC
3093
Carolinas Wealth Consulting
North Carolina
SIM
3094
Studio Investment Management
Illinois
FWA
3095
FSC Wealth Advisors
New York
AF
3096
Abound Financial
California
RWM
3097
Ruedi Wealth Management
Illinois
ZRP
3098
Zynergy Retirement Planning
New Jersey
LAMC
3099
Longview Asset Management (California)
California
NI
3100
NCP Inc
California