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
CAU
1601
Caxton Associates (UK)
$1.2M
GAM
1602
Gemmer Asset Management
California
$1.2M
FC
1603
Fairscale Capital
New Hampshire
$1.19M
BLFG
1604
Brian Low Financial Group
Louisiana
$1.19M
QPW
1605
Quantum Private Wealth
Florida
$1.19M
BDFN
1606
Bond & Devick Financial Network
Minnesota
$1.19M
WFAG
1607
Worth Financial Advisory Group
North Carolina
$1.19M
HFA
1608
Hutchinson Financial Advisors
Virginia
$1.18M
SIC
1609
Salem Investment Counselors
North Carolina
$1.18M
BAM
1610
Byrne Asset Management
New Jersey
$1.18M
TYCC
1611
Texas Yale Capital Corp
Florida
$1.18M
JFA
1612
JNBA Financial Advisors
Minnesota
$1.17M
AC
1613
Arjuna Capital
North Carolina
$1.17M
WIS
1614
Wright Investors Service
Connecticut
$1.17M
PCG
1615
Prosperity Consulting Group
Maryland
$1.17M
DI
1616
Diligent Investors
California
$1.17M
I
1617
InceptionR
California
$1.17M
FBFS
1618
First Business Financial Services
Wisconsin
$1.17M
IQI
1619
Integrated Quantitative Investments
Washington
$1.16M
JFGIW
1620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M
KLCM
1621
KG&L Capital Management
Louisiana
$1.16M
LFG
1622
Larson Financial Group
Missouri
$1.16M
RH
1623
RFG Holdings
Texas
$1.15M
NDSI
1624
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M
PCS
1625
Personal CFO Solutions
New Jersey
$1.14M