CRM icon

Salesforce

2,915 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, 1,373 increasing their positions, 1,034 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
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
PMSA
2176
Patrick M. Sweeney & Associates
Illinois
$421K
BCP
2177
Berkeley Capital Partners
Georgia
$420K
SIA
2178
Strategic Investment Advisors
Michigan
$419K
GD
2179
Grandfield & Dodd
New York
$419K
KW
2180
KWB Wealth
California
$419K
BFA
2181
Brown Financial Advisors
Ohio
$419K
PWMG
2182
Pioneer Wealth Management Group
Texas
$419K
BSHC
2183
Breed's Hill Capital
Massachusetts
$418K
MPCA
2184
Madison Park Capital Advisors
Washington
$417K
SPAS
2185
Spectrum Planning & Advisory Services
California
$417K
HNW
2186
High Note Wealth
Minnesota
$416K
RFO
2187
RiverGlades Family Offices
Florida
$416K
SFG
2188
SevenBridge Financial Group
Pennsylvania
$414K
RI
2189
Ridgewood Investments
New Jersey
$413K
4A
2190
4Wealth Advisors
Illinois
$411K
HA
2191
Harbor Advisors
Florida
$409K
AAP
2192
Aristotle Atlantic Partners
Florida
$409K
HFS
2193
Howard Financial Services
Texas
$409K
RLH
2194
RD Lewis Holdings
Florida
$407K
CCFM
2195
Clear Creek Financial Management
Washington
$407K
DIM
2196
DC Investments Management
Virginia
$407K
DIM
2197
DLK Investment Management
California
$405K
BMC
2198
Beaton Management Company
Massachusetts
$405K
ACA
2199
American Capital Advisory
Idaho
$405K
KFGK
2200
Keystone Financial Group (Kentucky)
Kentucky
$405K