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
IB
1301
Intrust Bank
Kansas
$2.05M
WA
1302
WP Advisors
California
$2.04M
VFA
1303
Voya Financial Advisors
Connecticut
$2.04M
PWP
1304
Perfromance Wealth Partners
Illinois
$2.04M
MYAM
1305
Meiji Yasuda Asset Management
Japan
$2.03M
ANTB
1306
AMG National Trust Bank
Colorado
$2.03M
CPA
1307
Cardiff Park Advisors
California
$2.02M
NL
1308
Navalign LLC
California
$2.02M
PIM
1309
Penobscot Investment Management
Massachusetts
$2.02M
CUAMC
1310
China Universal Asset Management Company
China
$2.02M
CFFP
1311
Center for Financial Planning
Michigan
$2.01M
GIM
1312
Goelzer Investment Management
Indiana
$2.01M
JSL
1313
JT Stratford LLC
Georgia
$2M
KTC
1314
Kentucky Trust Company
Kentucky
$2M
SAI
1315
Savvy Advisors Inc
New York
$2M
FMTC
1316
Farmers & Merchants Trust Company
California
$2M
MYLI
1317
Meiji Yasuda Life Insurance
Japan
$2M
AC
1318
AlphaCore Capital
California
$1.99M
OFS
1319
Orrstown Financial Services
Pennsylvania
$1.99M
LWL
1320
Leo Wealth LLC
Texas
$1.98M
BMCM
1321
Bryn Mawr Capital Management
Pennsylvania
$1.98M
TFGT
1322
TS Financial Group (TSFG)
Illinois
$1.98M
TWM
1323
Thrive Wealth Management
Pennsylvania
$1.97M
CT
1324
Chicago Trust
Illinois
$1.97M
BSB
1325
Bangor Savings Bank
Maine
$1.97M