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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, 1,370 increasing their positions, 1,030 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
38.94%
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
1,370
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 %
DA
3001
Drake & Associates
Wisconsin
– -$418K -1,558 Closed
OWA
3002
Outlook Wealth Advisors
Texas
– -$408K -1,520 Closed
TWP
3003
Tower Wealth Partners
Pennsylvania
– -$394K -1,470 Closed
AFW
3004
Avantra Family Wealth
Pennsylvania
– -$392K -1,459 Closed
IF
3005
Intrua Financial
Texas
– -$380K -1,417 Closed
MCM
3006
Massar Capital Management
Connecticut
– -$376K -1,400 Closed
WG
3007
Wealth Group
North Carolina
– -$369K -1,375 Closed
FIA
3008
FNY Investment Advisers
New York
– -$352K -1,312 Closed
PA
3009
Planning Alternatives
Michigan
– -$350K -1,304 Closed
VIM
3010
Vancity Investment Management
British Columbia, Canada
– -$334K -1,243 Closed
CNBOF
3011
City National Bank of Florida
Florida
– -$332K -1,237 Closed
LMC
3012
Lightspeed Management Company
California
– -$332K -1,237 Closed
NERM
3013
New England Research & Management
Illinois
– -$330K -1,230 Closed
HCP
3014
Hexagon Capital Partners
Arkansas
– -$316K -1,178 Closed
GPW
3015
Genesis Private Wealth
Virginia
– -$311K -1,157 Closed
SWA
3016
Strategies Wealth Advisors
Michigan
– -$297K -1,106 Closed
MM
3017
MQS Management
New York
– -$297K -1,105 Closed
CGA
3018
Compound Global Advisors
Washington
– -$295K -1,100 Closed
BI
3019
Bramshill Investments
Florida
– -$295K -1,100 Closed
MTIM
3020
Marathon Trading Investment Management
Pennsylvania
– -$292K -1,088 Closed
IFU
3021
iSAM Funds (UK)
United Kingdom
– -$284K -1,060 Closed
GCM
3022
Gallacher Capital Management
Colorado
– -$283K -1,053 Closed
CIS
3023
Custom Index Systems
New York
– -$280K -1,045 Closed
LAM
3024
Lifestyle Asset Management
Texas
– -$280K -1,044 Closed
FA
3025
FDx Advisors
Illinois
– -$279K -1,041 Closed
119 120
121
122 123