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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, 1,371 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 %
P
476
&Partners
Tennessee
$21.1M +$7.13M +26,072 +51%
OAM
477
Oppenheimer Asset Management
New York
$21.1M -$12.6M -46,294 -37%
RMA
478
Roffman Miller Associates
Pennsylvania
$21M +$2.15M +7,892 +11%
BBA
479
Baader Bank Aktiengesellschaft
Germany
$20.8M -$2.91M -10,760 -12%
PCMC
480
Paragon Capital Management (Colorado)
Colorado
$20.7M – – –
KPWS
481
Kestra Private Wealth Services
Texas
$20.7M +$978K +3,585 +5%
NEI
482
Northwest & Ethical Investments
Ontario, Canada
$20.5M +$4.89M +17,930 +31%
LFM
483
LGT Fund Management
Liechtenstein
$20.2M +$1.68M +6,158 +9%
CS
484
Clear Street
New York
$20.2M +$3.79M +13,900 +23%
MIA
485
MMBG Investment Advisors
Florida
$20.1M +$153K +562 +0.8%
WT
486
Washington Trust
Rhode Island
$19.4M +$389K +1,428 +2%
AIM
487
ARK Investment Management
Florida
$19.4M -$1.14M -4,167 -6%
BEI
488
Benjamin Edwards Inc
Missouri
$19.4M +$5.47M +20,063 +39%
RWP
489
RWA Wealth Partners
Massachusetts
$19.3M +$17M +62,510 +746%
KHLMVGHM
490
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.2M +$8.05M +29,463 +72%
ACM
491
Alight Capital Management
New York
$19.1M +$12.3M +45,000 +180%
AWA
492
Arkadios Wealth Advisors
Georgia
$18.8M +$2.22M +8,138 +13%
CAM
493
Cresset Asset Management
Illinois
$18.8M +$2.2M +8,060 +13%
ONB
494
Old National Bancorp
Indiana
$18.7M -$1.54M -5,647 -8%
WIA
495
World Investment Advisors
California
$18.7M +$373K +1,368 +2%
PCIA
496
Prime Capital Investment Advisors
Kansas
$18.7M -$8M -29,346 -30%
GHA
497
GW Henssler & Associates
Georgia
$18.7M +$539K +1,977 +3%
SCM
498
Sone Capital Management
New York
$18.6M +$13.5M +49,519 +263%
PA
499
Parallel Advisors
California
$18.5M +$139K +511 +0.8%
TI
500
Trexquant Investment
Connecticut
$18.4M -$2.11M -7,734 -10%
18 19
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