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
CWA
2451
Cura Wealth Advisors
Illinois
$272K
LRIA
2452
Leonard Rickey Investment Advisors
Washington
$272K
CNFG
2453
Creegan & Nassoura Financial Group
New Hampshire
$272K
MFS
2454
Madrona Financial Services
Washington
$271K
CPA
2455
Capital Planning Advisors
California
$270K
BFWA
2456
Benchmark Financial Wealth Advisors
Florida
$270K
WA
2457
Wambolt & Associates
Colorado
$268K
HR
2458
Howe & Rusling
New York
$268K
AIC
2459
Archer Investment Corporation
Indiana
$268K
HWP
2460
Highline Wealth Partners
California
$267K
OWCM
2461
One Wealth Capital Management
Arizona
$267K
NG
2462
Novem Group
New York
$267K
CWMS
2463
Cannon Wealth Management Services
North Carolina
$266K
AAMA
2464
Advanced Asset Management Advisors
Ohio
$266K
SIM
2465
SSI Investment Management
California
$266K
APW
2466
Aurora Private Wealth
New Jersey
$265K
FWM
2467
Focused Wealth Management
New York
$263K
OHWA
2468
Oak Hill Wealth Advisors
Virginia
$263K
MWP
2469
Meriwether Wealth & Planning
Louisiana
$263K
PP
2470
Pingora Partners
Wyoming
$263K
WAM
2471
Weinberger Asset Management
California
$263K
ECM
2472
Elgethun Capital Management
South Dakota
$262K
CA
2473
Cannon Advisors
North Carolina
$262K
FFM
2474
Fullerton Fund Management
Singapore
$261K
WAG
2475
Wallace Advisory Group
California
$261K