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
IAS
1401
IMA Advisory Services
Colorado
$1.73M
CP
1402
Canopy Partners
Ohio
$1.73M
EI
1403
Ellevest Inc
New York
$1.72M
SOW
1404
State of Wyoming
Wyoming
$1.71M
AAP
1405
Arax Advisory Partners
Colorado
$1.71M
KFS
1406
Kaizen Financial Strategies
California
$1.71M
CWM
1407
Castle Wealth Management
Florida
$1.7M
AAM
1408
Augustine Asset Management
Florida
$1.7M
TAM
1409
Tealwood Asset Management
Minnesota
$1.7M
LAM
1410
LOM Asset Management
$1.7M
NAMNJ
1411
NorthStar Asset Management (New Jersey)
New Jersey
$1.69M
BFS
1412
Bard Financial Services
Connecticut
$1.69M
DCA
1413
DSG Capital Advisors
Minnesota
$1.69M
JSW
1414
Journey Strategic Wealth
New Jersey
$1.68M
NG
1415
Norden Group
Utah
$1.68M
GXJ
1416
Global X Japan
Japan
$1.68M
SP
1417
Stablepoint Partners
Massachusetts
$1.67M
PIA
1418
Perennial Investment Advisors
California
$1.67M
SW
1419
Simplicity Wealth
New Jersey
$1.67M
QWM
1420
Quadcap Wealth Management
Texas
$1.67M
DFA
1421
Delta Financial Advisors
Louisiana
$1.66M
PPC
1422
Park Place Capital
Alabama
$1.66M
SMTF
1423
Sphera Management Technology Funds
Israel
$1.65M
CCG
1424
Cypress Capital Group
Florida
$1.65M
TPWA
1425
TRUE Private Wealth Advisors
Oregon
$1.64M