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
MCM
1151
MV Capital Management
Maryland
$2.83M
UW
1152
Unique Wealth
Florida
$2.81M
VAS
1153
Vestmark Advisory Solutions
Massachusetts
$2.81M
KWA
1154
Kingswood Wealth Advisors
California
$2.81M
BHA
1155
Beech Hill Advisors
New York
$2.79M
DAS
1156
Diversify Advisory Services
Utah
$2.79M
UBG
1157
United Bank (Georgia)
Georgia
$2.78M
IFWM
1158
Institute for Wealth Management
Colorado
$2.78M
GIS
1159
Graphene Investments SAS
France
$2.75M
AFC
1160
AFT Forsyth & Company
Florida
$2.75M
MGIA
1161
Moneta Group Investment Advisors
Missouri
$2.74M
PPWP
1162
Premier Path Wealth Partners
New Jersey
$2.74M
TIA
1163
Tiemann Investment Advisors
California
$2.73M
SWM
1164
Sculati Wealth Management
Michigan
$2.73M
CPC
1165
CFC Planning Company
Indiana
$2.73M
HIM
1166
Hillsdale Investment Management
Ontario, Canada
$2.73M
BRG
1167
Bay Rivers Group
Virginia
$2.73M
CHCM
1168
Columbus Hill Capital Management
New Jersey
$2.73M
SAG
1169
SageView Advisory Group
California
$2.72M
BTI
1170
Blue Trust Inc
Georgia
$2.71M
ZF
1171
Zhang Financial
Michigan
$2.71M
CBA
1172
Coastal Bridge Advisors
Connecticut
$2.71M
MG
1173
Mather Group
Illinois
$2.7M
BCM
1174
Beck Capital Management
Texas
$2.7M
EWM
1175
Empirical Wealth Management
Washington
$2.7M