CRM icon

Salesforce

2,919 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, 1,037 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,919
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
IA
1951
IFG Advisory
Georgia
$622K
VCA
1952
Verdence Capital Advisors
Maryland
$620K
RIP
1953
RAM Investment Partners
Washington
$619K
AWM
1954
Aries Wealth Management
Maine
$618K
WCFA
1955
Walkner Condon Financial Advisors
Wisconsin
$618K
BWM
1956
BankPlus Wealth Management
Mississippi
$617K
SL
1957
SFM LLC
New Hampshire
$615K
MG
1958
McHugh Group
Ohio
$614K
S
1959
Sunpointe
Missouri
$611K
BPW
1960
Bingham Private Wealth
California
$610K
CCA
1961
Coign Capital Advisors
Utah
$608K
FSA
1962
Fort Sheridan Advisors
Illinois
$608K
SPWG
1963
Sage Private Wealth Group
Illinois
$608K
AWE
1964
Avidian Wealth Enterprises
Texas
$607K
RFN
1965
Redwood Financial Network
Ohio
$605K
IA
1966
IFG Advisors
Missouri
$604K
M1FG
1967
Mach-1 Financial Group
Arkansas
$603K
RC
1968
Rovin Capital
Arizona
$602K
WA
1969
WBH Advisory
Maryland
$602K
CA
1970
Crumly & Associates
Illinois
$597K
CCA
1971
Carrera Capital Advisors
Michigan
$596K
AA
1972
Addison Advisors
Vermont
$595K
CFD
1973
Creative Financial Designs
Indiana
$594K
WBCM
1974
Wilson & Boucher Capital Management
California
$593K
NI
1975
Natural Investments
California
$593K