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
GBT
1676
Grove Bank & Trust
Florida
$1.05M
SAM
1677
Stansberry Asset Management
Texas
$1.04M
PFG
1678
Putney Financial Group
California
$1.04M
GAG
1679
GM Advisory Group
New York
$1.04M
VA
1680
Valmark Advisers
Ohio
$1.04M
CIA
1681
Cape Investment Advisory
Georgia
$1.04M
WI
1682
WrapManager Inc
California
$1.03M
UCB
1683
United Community Bank
South Carolina
$1.03M
FWP
1684
Forefront Wealth Partners
Texas
$1.03M
FMC
1685
First Merchants Corp
Indiana
$1.03M
A
1686
AustralianSuper
Australia
$1.02M
MTWM
1687
Masso Torrence Wealth Management
New Jersey
$1.02M
BB
1688
Burford Brothers
Texas
$1.02M
TBT
1689
Texas Bank & Trust
Texas
$1.01M
OIM
1690
Oder Investment Management
California
$1.01M
VF
1691
Virtu Financial
New York
$1M
SWM
1692
Seed Wealth Management
Illinois
$1M
TCPW
1693
Twin City Private Wealth
North Carolina
$1M
GP
1694
Guardian Partners
Canada
$1M
EPIMS
1695
Evelyn Partners Investment Management Services
$1M
CWA
1696
Consilium Wealth Advisory
Texas
$1M
IPAM
1697
Investment Partners Asset Management
New Jersey
$1M
EI
1698
Ecofi Investissements
France
$999K
SFA
1699
Souders Financial Advisors
Ohio
$997K
CSPIA
1700
Cary Street Partners Investment Advisory
Virginia
$996K