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
NFG
2401
Nadler Financial Group
Illinois
$294K
RWA
2402
Rooted Wealth Advisors
Illinois
$293K
EW
2403
Element Wealth
Mississippi
$292K
FCM
2404
Fourpath Capital Management
Oklahoma
$291K
LIA
2405
LBMC Investment Advisors
Tennessee
$291K
MSAM
2406
Moloney Securities Asset Management
Missouri
$290K
HPM
2407
Hoxton Planning & Management
West Virginia
$290K
MWM
2408
Momentous Wealth Management
Washington
$290K
SIA
2409
SGL Investment Advisors
Montana
$290K
AHL
2410
Abel Hall LLC
Louisiana
$290K
AA
2411
Acorns Advisers
California
$290K
KCP
2412
Kera Capital Partners
California
$289K
CAAS
2413
Capital Asset Advisory Services
Michigan
$289K
NIM
2414
Northeast Investment Management
Massachusetts
$289K
SWGC
2415
Summit Wealth Group (Colorado)
Colorado
$288K
CT
2416
Colonial Trust
South Carolina
$288K
HI
2417
Hudock Inc
Pennsylvania
$287K
BC
2418
Brio Consultants
California
$287K
CWA
2419
Canvas Wealth Advisors
Kansas
$286K
RT
2420
Rockland Trust
Massachusetts
$286K
MWA
2421
Motive Wealth Advisors
Michigan
$286K
LSA
2422
Lion Street Advisors
Texas
$285K
MIA
2423
MainStreet Investment Advisors
Illinois
$285K
CFO
2424
Collective Family Office
Pennsylvania
$285K
GCS
2425
Gordian Capital (Singapore)
Singapore
$284K