CRM icon

Salesforce

2,905 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% of All Funds
38.93%
Holding in Top 10
54
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-29.87%
% of All Funds
0.72%
New
235
Increased
1,372
Reduced
1,029
Closed
186
Calls
$5.95B
Puts
$5.4B
Net Calls
+$548M
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
1301
Perfromance Wealth Partners
Illinois
$2.04M +$46.6K +171 +2%
MYAM
1302
Meiji Yasuda Asset Management
Japan
$2.03M -$2.91M -10,660 -59%
ANTB
1303
AMG National Trust Bank
Colorado
$2.03M +$74.4K +273 +4%
CPA
1304
Cardiff Park Advisors
California
$2.02M +$273 +1 +0%
NL
1305
Navalign LLC
California
$2.02M -$85.9K -315 -4%
PIM
1306
Penobscot Investment Management
Massachusetts
$2.02M -$147K -538 -7%
CUAMC
1307
China Universal Asset Management Company
China
$2.02M -$3.52M -12,889 -64%
CFFP
1308
Center for Financial Planning
Michigan
$2.01M
GIM
1309
Goelzer Investment Management
Indiana
$2.01M -$54.8K -201 -3%
JSL
1310
JT Stratford LLC
Georgia
$2M +$1.4M +5,131 +232%
KTC
1311
Kentucky Trust Company
Kentucky
$2M +$5.45K +20 +0.3%
SAI
1312
Savvy Advisors Inc
New York
$2M +$409K +1,498 +26%
FMTC
1313
Farmers & Merchants Trust Company
California
$2M +$106K +390 +6%
MYLI
1314
Meiji Yasuda Life Insurance
Japan
$2M +$56.4K +207 +3%
AC
1315
AlphaCore Capital
California
$1.99M +$283K +1,035 +17%
OFS
1316
Orrstown Financial Services
Pennsylvania
$1.99M +$860K +3,155 +76%
LWL
1317
Leo Wealth LLC
Texas
$1.98M +$1.75M +6,436 +781%
BMCM
1318
Bryn Mawr Capital Management
Pennsylvania
$1.98M -$106K -390 -5%
TFGT
1319
TS Financial Group (TSFG)
Illinois
$1.98M -$107K -394 -5%
TWM
1320
Thrive Wealth Management
Pennsylvania
$1.97M -$2.73K -10 -0.1%
CT
1321
Chicago Trust
Illinois
$1.97M +$111K +406 +6%
BSB
1322
Bangor Savings Bank
Maine
$1.97M -$133K -487 -6%
AI
1323
Arvest Investments
Arkansas
$1.97M -$115K -422 -6%
RSWM
1324
Robertson Stephens Wealth Management
California
$1.96M -$6.55K -24 -0.3%
HCCM
1325
Hudson Canyon Capital Management
New York
$1.95M -$42.5K -156 -2%