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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 %
FFA
826
Farther Finance Advisors
California
$6.31M +$1.18M +4,337 +23%
VST
827
Van Strum & Towne
California
$6.3M +$40.9K +150 +0.7%
GIA
828
Gladstone Institutional Advisory
Florida
$6.27M +$977K +3,583 +18%
CI
829
Ceera Investments
Texas
$6.24M -$87.3K -320 -1%
OA
830
Oak Associates
Ohio
$6.22M +$1.53M +5,622 +33%
WTFG
831
Wells Trecaso Financial Group
Ohio
$6.18M +$279K +1,023 +5%
SL
832
Siren LLC
Connecticut
$6.16M +$2.18M +8,000 +55%
MMA
833
Miracle Mile Advisors
California
$6.15M +$917K +3,363 +18%
GSEP
834
Golden State Equity Partners
California
$6.14M +$455K +1,668 +8%
TCOK
835
Trust Company of Kansas
Kansas
$6.12M +$378K +1,385 +7%
TAMH
836
Taikang Asset Management (HK)
Hong Kong
$6.12M +$6.12M +22,432 New
SWM
837
Selective Wealth Management
Virginia
$6.11M -$193K -712 -3%
BWP
838
Burling Wealth Partners
Illinois
$6.09M +$699K +2,565 +13%
VVP
839
Venture Visionary Partners
Ohio
$6.09M +$263K +964 +5%
WB
840
Webster Bank
Connecticut
$6.06M -$272K -999 -4%
PIMJS
841
PKO Investment Management Joint-Stock
Poland
$6M +$1.91M +7,000 +47%
NFSG
842
Newbridge Financial Services Group
Florida
$6M +$493K +1,807 +9%
YIA
843
YHB Investment Advisors
Connecticut
$5.97M +$146K +534 +2%
HFM
844
Harvest Fund Management
China
$5.94M -$753K -2,762 -11%
QCG
845
Quadrant Capital Group
Ohio
$5.87M +$1.04M +3,803 +21%
MA
846
Montag & Associates
Georgia
$5.87M +$2.83M +10,368 +93%
BBHC
847
Brown Brothers Harriman & Co
New York
$5.87M +$377K +1,382 +7%
S
848
SignatureFD
Georgia
$5.82M +$108K +396 +2%
RCM
849
RB Capital Management
Nevada
$5.8M +$68.2K +250 +1%
MSA
850
MUFG Securities Americas
New York
$5.8M +$1.18M +4,325 +26%
32 33
34
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