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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 %
CTC (Chicago Trading Company)
576
CTC (Chicago Trading Company)
Illinois
$14M +$14M +51,312 New
CC
577
Cornerstone Capital
California
$14M -$545 -2 -0%
UF
578
Univest Financial
Pennsylvania
$13.9M -$290K -1,064 -2%
SRC
579
Shufro Rose & Co
New York
$13.9M -$206K -769 -1%
LSERS
580
Louisiana State Employees Retirement System
Louisiana
$13.8M -$245K -900 -2%
WC
581
Whitney & Co
New York
$13.7M +$4.2M +15,384 +44%
BBA
582
BLB&B Advisors
Pennsylvania
$13.7M +$572K +2,097 +4%
SAM
583
Securian Asset Management
Minnesota
$13.7M -$152K -558 -1%
BFS
584
Bradley Foster & Sargent
Connecticut
$13.6M -$10.9K -40 -0.1%
BCM
585
Brookstone Capital Management
Illinois
$13.6M +$1.14M +4,195 +9%
HI
586
Horizon Investments
North Carolina
$13.6M +$5.17M +18,941 +61%
LGF
587
LGT Group Foundation
Liechtenstein
$13.6M -$6.57M -24,091 -33%
CAM
588
Cidel Asset Management
Ontario, Canada
$13.5M -$2.58M -9,443 -16%
GIBU
589
Gulf International Bank (UK)
United Kingdom
$13.4M -$1.65M -6,047 -11%
BWL
590
Bogart Wealth LLC
Virginia
$13.3M +$582K +2,134 +5%
STA
591
Summit Trail Advisors
New York
$13.2M +$742K +2,716 +6%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$13.2M +$12.9M +47,302 +4,157%
RIA
593
RPG Investment Advisory
California
$13.2M -$8.12M -29,770 -38%
NSAM
594
North Star Asset Management
Wisconsin
$13.2M +$1.73M +6,348 +15%
CTA
595
Chesley Taft & Associates
Illinois
$13.1M -$202K -739 -2%
AIMCA
596
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.1M +$12.9M +47,200 +5,244%
EWA
597
Exencial Wealth Advisors
Oklahoma
$13M +$504K +1,850 +4%
ET
598
Entropy Technologies
New York
$13M +$319K +1,168 +3%
HTHT
599
Hemenway Trust Hemenway Trust
New Hampshire
$13M +$3.76M +13,790 +41%
CA
600
CSM Advisors
Pennsylvania
$13M +$620K +2,275 +5%
22 23
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