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
TPW
1176
Transatlantique Private Wealth
New York
$2.7M
PWCM
1177
Processus Wealth & Capital Management
Tennessee
$2.7M
SLI
1178
Sumitomo Life Insurance
Japan
$2.69M
AP
1179
Advisors Preferred
Maryland
$2.69M
SA
1180
Strategic Advisors
New York
$2.69M
NMG
1181
New Millennium Group
Utah
$2.68M
MW
1182
Maia Wealth
Colorado
$2.67M
ES
1183
Eagle Strategies
New York
$2.66M
NF
1184
Nikulski Financial
Iowa
$2.66M
VWM
1185
Venturi Wealth Management
Texas
$2.66M
VNA
1186
Valley National Advisers
Pennsylvania
$2.65M
AWP
1187
Ascent Wealth Partners
New York
$2.65M
MTIC
1188
Missouri Trust & Investment Company
Missouri
$2.64M
SAM
1189
Secure Asset Management
Michigan
$2.64M
HIA
1190
Harbor Investment Advisory
Maryland
$2.64M
PWP
1191
Principle Wealth Partners
Connecticut
$2.63M
BHIA
1192
Birch Hill Investment Advisors
Massachusetts
$2.63M
DWA
1193
Douglass Winthrop Advisors
New York
$2.62M
SFS
1194
Sowell Financial Services
Arkansas
$2.61M
SSWM
1195
Smith Salley Wealth Management
North Carolina
$2.61M
WANY
1196
Wealthspire Advisors (New York)
New York
$2.6M
RCA
1197
Resonant Capital Advisors
Wisconsin
$2.59M
RWB
1198
RMR Wealth Builders
New Jersey
$2.59M
AFS
1199
Aft Forsyth & Sober
Florida
$2.59M
DAM
1200
Deltec Asset Management
New York
$2.59M