CRM icon

Salesforce

2,921 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, 1,376 increasing their positions, 1,038 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,921
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
AWM
1126
Axxcess Wealth Management
California
$3.03M
S
1127
Sachetta
Massachusetts
$3.02M
WAP
1128
Wealthcare Advisory Partners
Pennsylvania
$3.01M
TAM
1129
Trust Asset Management
Texas
$3.01M
APIM
1130
Agate Pass Investment Management
Washington
$3.01M
MLCM
1131
M & L Capital Management
United Kingdom
$3M
MCB
1132
Morton Community Bank
Illinois
$3M
MHS
1133
M Holdings Securities
Oregon
$3M
FB
1134
Fulton Bank
Pennsylvania
$2.98M
EBT
1135
Enterprise Bank & Trust
Massachusetts
$2.98M
ACS
1136
Archford Capital Strategies
Illinois
$2.96M
NSB
1137
Norway Savings Bank
Maine
$2.96M
WP
1138
WealthShield Partners
North Carolina
$2.96M
FCP
1139
Fidelis Capital Partners
Florida
$2.96M
AA
1140
ALPS Advisors
Colorado
$2.95M
GLR
1141
Great Lakes Retirement
Ohio
$2.95M
SI
1142
Shaker Investments
Ohio
$2.94M
BIG
1143
Brooklyn Investment Group
New York
$2.91M
TNA
1144
True North Advisors
Texas
$2.91M
MNBTD
1145
Moody National Bank Trust Division
Texas
$2.9M
SWM
1146
Segment Wealth Management
Texas
$2.88M
VCM
1147
Voleon Capital Management
California
$2.86M
CIA
1148
Capital Investment Advisors
Georgia
$2.86M
SWM
1149
SeaCrest Wealth Management
New York
$2.84M
V
1150
VeraBank
Texas
$2.84M