CRM icon

Salesforce
CRM

Overview Fund Activity

2,904 hedge funds and large institutions have $209B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,371 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,904
Holders Change
-6
Holders Change %
-0.21%
% of All Funds
38.93%
Holding in Top 10
54
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-29.87%
% of All Funds
0.72%
New
235
Increased
1,371
Reduced
1,029
Closed
186
Calls
$5.95B
Puts
$5.4B
Net Calls
+$548M
Net Calls Change
-$647M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.29B
2
Harris Associates
Harris Associates
Illinois
+$727M
3
Victory Capital Management
Victory Capital Management
Texas
+$520M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$509M
5
Amundi
Amundi
France
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.56B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.44B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.35B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.33B
5
Fisher Asset Management
Fisher Asset Management
Washington
-$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
2951
Kerrisdale Advisers
Florida
– -$1.98M -7,384 Closed
CM
2952
Caption Management
Oklahoma
– -$1.93M -7,200 Closed
CCS
2953
Concentric Capital Strategies
Connecticut
– -$1.92M -7,144 Closed
DAM
2954
Doheny Asset Management
California
– -$1.78M -6,643 Closed
AIP
2955
Arrowpoint Investment Partners
Singapore
– -$1.76M -6,545 Closed
GS
2956
GTS Securities
New York
– -$1.73M -6,456 Closed
GCM
2957
Generation Capital Management
New York
– -$1.7M -6,343 Closed
LA
2958
Legacy Advisors
Pennsylvania
– -$1.64M -6,106 Closed
SMH
2959
Sanders Morris Harris
Texas
– -$1.64M -6,061 Closed
EML
2960
Eos Management LP
New York
– -$1.57M -5,843 Closed
MWM
2961
MFG Wealth Management
Indiana
– -$1.56M -5,816 Closed
BC
2962
Bridgefront Capital
Texas
– -$1.48M -5,508 Closed
BI
2963
Ballast Inc
Kentucky
– -$1.45M -5,408 Closed
RIM
2964
Redwood Investment Management
Arizona
– -$1.41M -5,256 Closed
GPWM
2965
Grant Private Wealth Management
California
– -$1.4M -5,214 Closed
SWC
2966
Square Wave Capital
New York
– -$1.39M -5,191 Closed
AC
2967
Amitell Capital
Singapore
– -$1.37M -5,118 Closed
MCM
2968
Moore Capital Management
New York
– -$1.35M -5,030 Closed
USPCM
2969
Union Square Park Capital Management
New York
– -$1.34M -5,000 Closed
KI
2970
Keystone Investors
Singapore
– -$1.32M -4,929 Closed
SRA
2971
Secured Retirement Advisors
Minnesota
– -$1.2M -4,466 Closed
HH
2972
HWG Holdings
Texas
– -$1.15M -4,269 Closed
APC
2973
Aspire Private Capital
North Carolina
– -$1.07M -4,003 Closed
VIA
2974
Virtus Investment Advisers
Connecticut
– -$1.06M -3,946 Closed
KC
2975
Katamaran Capital
United Kingdom
– -$1.05M -3,905 Closed
117 118
119
120 121