CRM icon

Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
WPC
951
Wedmont Private Capital
Pennsylvania
$4.51M
GC
952
Garde Capital
Washington
$4.51M
ACM
953
Aljian Capital Management
Nevada
$4.5M
LW
954
Linscomb Wealth
Texas
$4.5M
RWA
955
Roberts Wealth Advisors
California
$4.49M
GRP
956
Global Retirement Partners
California
$4.49M
CCA
957
Checchi Capital Advisers
California
$4.46M
TFS
958
Thoroughbred Financial Services
Tennessee
$4.46M
TCCM
959
Timber Creek Capital Management
Massachusetts
$4.46M
ERSOT
960
Employees Retirement System of Texas
Texas
$4.45M
SPG
961
Strategic Planning Group
Utah
$4.44M
PCM
962
Parsons Capital Management
Rhode Island
$4.43M
CC
963
Centiva Capital
New York
$4.43M
FFWA
964
FRG Family Wealth Advisors
Washington
$4.41M
CCMG
965
Clark Capital Management Group
Pennsylvania
$4.4M
LCM
966
Laurion Capital Management
New York
$4.4M
GM
967
GeoWealth Management
Illinois
$4.4M
CCM
968
Condor Capital Management
New Jersey
$4.37M
NRD
969
Nebula Research & Development
New York
$4.36M
GIC
970
Generali Investments CEE
Czech Republic
$4.34M
FFA
971
Fragasso Financial Advisors
Pennsylvania
$4.34M
HWAM
972
Hennion & Walsh Asset Management
New Jersey
$4.32M
Impax Asset Management Group
973
Impax Asset Management Group
United Kingdom
$4.32M
AF
974
Arrow Financial
New York
$4.32M
ACA
975
Aptus Capital Advisors
Alabama
$4.31M