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Salesforce
CRM

Overview Fund Activity

2,905 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, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% 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
1,372
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 %
ZBNA
751
Zions Bancorporation, National Association
Utah
$7.84M +$550K +2,017 +8%
CM
752
CastleKnight Management
New York
$7.8M +$6.44M +23,600 +472%
ACM
753
Advisors Capital Management
New Jersey
$7.78M +$616K +2,259 +9%
CTC
754
Central Trust Company
Missouri
$7.69M +$256K +938 +3%
DT
755
Diversified Trust
Tennessee
$7.58M +$1.75M +6,430 +30%
HCM
756
Harvey Capital Management
Florida
$7.54M +$799K +2,937 +12%
MWM
757
Modera Wealth Management
New Jersey
$7.53M +$182K +669 +2%
AAM
758
Advisors Asset Management
Colorado
$7.52M -$56.2K -206 -0.7%
AF
759
Ally Financial
Michigan
$7.5M +$3.95M +14,500 +112%
KIA
760
Knollwood Investment Advisory
Maryland
$7.49M – – –
CWM
761
CMH Wealth Management
New Hampshire
$7.49M +$410K +1,503 +6%
HAG
762
HighPoint Advisor Group
Illinois
$7.48M -$135K -496 -2%
CK
763
Cohen Klingenstein
New York
$7.44M – – –
OQS
764
Occudo Quantitative Strategies
Florida
$7.39M -$466K -1,710 -6%
ATC
765
Argent Trust Co
Tennessee
$7.36M +$768K +2,818 +12%
SM
766
Selkirk Management
New Jersey
$7.36M – – –
VT
767
Vise Technologies
New York
$7.35M +$7.35M +26,948 New
BZWA
768
Blue Zone Wealth Advisors
California
$7.27M +$524K +1,920 +8%
FNT
769
First National Trust
Pennsylvania
$7.27M -$95.4K -350 -1%
MWM
770
Marietta Wealth Management
Georgia
$7.23M +$266K +974 +4%
TCA
771
Trifecta Capital Advisors
Illinois
$7.23M +$552K +2,024 +8%
WS
772
Wedbush Securities
California
$7.15M -$1.12M -4,103 -14%
DJSG
773
D.J. St. Germain
Massachusetts
$7.14M +$1.13M +4,149 +19%
EWM
774
Evercore Wealth Management
New York
$7.09M -$20.5K -75 -0.3%
SG Americas Securities
775
SG Americas Securities
New York
$7.06M -$173M -633,367 -96%
29 30
31
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