CRM icon

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 %
RWM
801
Revisor Wealth Management
Ohio
$6.66M +$87.6K +332 +1%
PTB
802
Pioneer Trust Bank
Oregon
$6.66M +$34.1K +125 +0.5%
MWM
803
Mission Wealth Management
California
$6.64M -$32.4K -119 -0.5%
CI
804
CX Institutional
Indiana
$6.62M +$5.04M +18,474 +319%
KHLMTHM
805
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.61M +$2.74M +10,037 +71%
GMFG
806
Greater Midwest Financial Group
Minnesota
$6.61M +$754K +2,765 +13%
TC
807
Triavera Capital
California
$6.56M – – –
SPC
808
Sigma Planning Corp
Michigan
$6.55M +$311K +1,141 +5%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$6.54M -$278K -1,019 -4%
IPAM
810
ICICI Prudential Asset Management
India
$6.53M +$4.85M +17,800 +290%
GCM
811
Graham Capital Management
Connecticut
$6.52M +$6.52M +23,916 New
IIM
812
Intact Investment Management
Quebec, Canada
$6.52M -$954K -3,500 -13%
CCMT
813
CMT Capital Markets Trading
Germany
$6.49M +$4.32M +15,825 +198%
FCM
814
Fortis Capital Management
Washington
$6.48M +$2.24M +8,232 +53%
FM
815
Family Management
New York
$6.48M +$15.3K +56 +0.2%
MWM
816
Meridian Wealth Management
Kentucky
$6.47M +$144K +527 +2%
PSC
817
Prentiss Smith & Co
Vermont
$6.47M +$2M +7,321 +45%
EIA
818
Eastover Investment Advisors
North Carolina
$6.43M +$85.4K +313 +1%
M
819
Mirova
France
$6.38M +$1.24M +4,552 +24%
BP
820
Ballentine Partners
Massachusetts
$6.38M +$759K +2,783 +14%
LI
821
Louisbourg Investments
New Brunswick, Canada
$6.37M +$612K +2,800 +11%
CYG
822
Clean Yield Group
Vermont
$6.35M -$85.6K -314 -1%
GIC
823
GFI Investment Counsel
Ontario, Canada
$6.35M -$2.73K -10 -0%
BHB
824
Bank Hapoalim BM
Israel
$6.34M -$112K -410 -2%
SWA
825
SFMG Wealth Advisors
Texas
$6.32M +$52.1K +191 +0.8%
31 32
33
34 35