CRM icon

Salesforce

2,916 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, 1,374 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,916
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
PWCM
1176
Processus Wealth & Capital Management
Tennessee
$2.7M
SLI
1177
Sumitomo Life Insurance
Japan
$2.69M
AP
1178
Advisors Preferred
Maryland
$2.69M
SA
1179
Strategic Advisors
New York
$2.69M
NMG
1180
New Millennium Group
Utah
$2.68M
MW
1181
Maia Wealth
Colorado
$2.67M
ES
1182
Eagle Strategies
New York
$2.66M
NF
1183
Nikulski Financial
Iowa
$2.66M
VWM
1184
Venturi Wealth Management
Texas
$2.66M
VNA
1185
Valley National Advisers
Pennsylvania
$2.65M
AWP
1186
Ascent Wealth Partners
New York
$2.65M
MTIC
1187
Missouri Trust & Investment Company
Missouri
$2.64M
SAM
1188
Secure Asset Management
Michigan
$2.64M
HIA
1189
Harbor Investment Advisory
Maryland
$2.64M
PWP
1190
Principle Wealth Partners
Connecticut
$2.63M
BHIA
1191
Birch Hill Investment Advisors
Massachusetts
$2.63M
DWA
1192
Douglass Winthrop Advisors
New York
$2.62M
SFS
1193
Sowell Financial Services
Arkansas
$2.61M
SSWM
1194
Smith Salley Wealth Management
North Carolina
$2.61M
WANY
1195
Wealthspire Advisors (New York)
New York
$2.6M
RCA
1196
Resonant Capital Advisors
Wisconsin
$2.59M
RWB
1197
RMR Wealth Builders
New Jersey
$2.59M
AFS
1198
Aft Forsyth & Sober
Florida
$2.59M
DAM
1199
Deltec Asset Management
New York
$2.59M
LHC
1200
Little House Capital
Massachusetts
$2.59M