CRM icon

Salesforce

2,920 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, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,920
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
SW
1226
SVB Wealth
Massachusetts
$2.44M
CPC
1227
Congress Park Capital
New York
$2.44M
PA
1228
Procyon Advisors
Connecticut
$2.43M
OHWP
1229
Oak Harbor Wealth Partners
North Carolina
$2.43M
AFCM
1230
Applied Finance Capital Management
Puerto Rico
$2.43M
SWK
1231
Stephen W. Kidder
$2.42M
PNAA
1232
Pictet North America Advisors
Switzerland
$2.41M
CNC
1233
Citizens & Northern Corp
Pennsylvania
$2.41M
EWA
1234
EverSource Wealth Advisors
Alabama
$2.39M
LF
1235
LifePlan Financial
Minnesota
$2.39M
CWAG
1236
Compton Wealth Advisory Group
Virginia
$2.38M
SG
1237
StoneX Group
New York
$2.37M
NCM
1238
Nelson Capital Management
California
$2.37M
RMAM
1239
Raab & Moskowitz Asset Management
New Jersey
$2.36M
WA
1240
Wealth Alliance
New York
$2.36M
MCP
1241
Mirador Capital Partners
California
$2.36M
CFCI
1242
Comprehensive Financial Consultants Institutional
Indiana
$2.35M
PH
1243
Pinnacle Holdings
Oklahoma
$2.35M
FNFDCM
1244
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.34M
GLA
1245
Good Life Advisors
Pennsylvania
$2.33M
DC
1246
DeDora Capital
California
$2.33M
LMKC
1247
L.M. Kohn & Company
Ohio
$2.33M
SIG
1248
Stonegate Investment Group
Alabama
$2.31M
OGF
1249
Orin Green Financial
California
$2.31M
LJHT
1250
Laurie J. Hall Trustee
$2.3M