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Salesforce
CRM

Overview Fund Activity

2,903 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, 1,369 increasing their positions, 1,030 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,903
Holders Change
-7
Holders Change %
-0.24%
% 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
1,369
Reduced
1,030
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 %
SM
2976
Sciencast Management
New Jersey
– -$979K -3,648 Closed
SC
2977
Shay Capital
New York
– -$966K -3,600 Closed
HVCM
2978
Hel Ved Capital Management
Hong Kong
– -$926K -3,452 Closed
EFI
2979
EHP Funds Inc
Canada
– -$859K -3,200 Closed
YAVAPFMC
2980
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$780K -2,907 Closed
P8IP
2981
Pier 88 Investment Partners
California
– -$759K -2,830 Closed
WCAMG
2982
Woodard & Company Asset Management Group
North Carolina
– -$679K -2,529 Closed
BWM
2983
Bosman Wealth Management
California
– -$665K -2,478 Closed
GCP
2984
Garda Capital Partners
Minnesota
– -$641K -2,387 Closed
PWM
2985
Prosperity Wealth Management
California
– -$611K -2,278 Closed
NFA
2986
Northwest Financial Advisors
Virginia
– -$609K -2,270 Closed
PDL
2987
Portfolio Design Labs
California
– -$587K -2,187 Closed
OAM
2988
Oxford Asset Management
United Kingdom
– -$584K -2,176 Closed
DFCM
2989
Dark Forest Capital Management
Puerto Rico
– -$569K -2,120 Closed
EP
2990
Edgestream Partners
New Jersey
– -$561K -2,089 Closed
TSS
2991
Two Sigma Securities
New York
– -$545K -2,030 Closed
RAM
2992
Readystate Asset Management
Illinois
– -$544K -2,028 Closed
GMF
2993
Grace & Mercy Foundation
New York
– -$537K -2,000 Closed
HWM
2994
Howard Wealth Management
Connecticut
– -$515K -1,917 Closed
IWM
2995
Iams Wealth Management
Nebraska
– -$493K -1,836 Closed
LCM
2996
Landscape Capital Management
New Jersey
– -$481K -1,793 Closed
TA
2997
TrueWealth Advisors
Alabama
– -$459K -1,710 Closed
CCC
2998
Compass Capital Corp
Massachusetts
– -$435K -1,701 Closed
PFA
2999
Pathway Financial Advisors
Vermont
– -$435K -1,621 Closed
DA
3000
Drake & Associates
Wisconsin
– -$418K -1,558 Closed
118 119
120
121 122