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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 %
VA
851
VestGen Advisors
Illinois
$5.77M -$9.22K -34 -0.2%
WAM
852
Wolverine Asset Management
Illinois
$5.74M -$1.06M -3,883 -16%
FFBTD
853
First Financial Bank - Trust Division
Ohio
$5.73M -$705K -2,585 -11%
SIA
854
SeaBridge Investment Advisors
New Jersey
$5.73M +$144K +529 +3%
LTAS
855
Linden Thomas Advisory Services
North Carolina
$5.73M +$37.1K +136 +0.7%
MWA
856
Meridian Wealth Advisors
Texas
$5.69M +$274K +1,006 +5%
AWS
857
Atria Wealth Solutions
New York
$5.67M -$6.84M -25,070 -55%
MIC
858
Means Investment Company
Maine
$5.65M -$200K -732 -3%
CWM
859
Cordatus Wealth Management
Pennsylvania
$5.64M +$5.64M +20,686 New
ISB
860
Iowa State Bank
Iowa
$5.64M +$7.64K +28 +0.1%
BDL
861
Bey-Douglas LLC
Georgia
$5.62M +$1.42M +5,191 +34%
HCA
862
Harbor Capital Advisors
Illinois
$5.62M -$28.9K -106 -0.5%
MM
863
Meridian Management
Arkansas
$5.59M +$444K +1,718 +9%
GWM
864
Geneos Wealth Management
Colorado
$5.59M -$5.2M -19,059 -48%
SBFM
865
S-Bank Fund Management
Finland
$5.56M -$433K -1,589 -7%
MWM
866
Moran Wealth Management
Florida
$5.55M -$833K -3,056 -13%
CA
867
Continuum Advisory
Idaho
$5.5M +$4.45M +16,327 +424%
BCCM
868
Bridge Creek Capital Management
Massachusetts
$5.5M +$102K +374 +2%
PIA
869
Petredis Investment Advisors
Pennsylvania
$5.49M +$64.4K +236 +1%
CI
870
Conning Inc
Connecticut
$5.47M +$492K +1,805 +10%
OMG
871
One Madison Group
New York
$5.45M +$4.09M +15,000 +300%
PIM
872
Peregrine Investment Management
Ontario, Canada
$5.45M +$5.45M +20,000 New
DAS
873
Dynamic Advisor Solutions
Arizona
$5.4M -$123K -451 -2%
1C
874
111 Capital
France
$5.39M +$1.37M +5,007 +34%
SWM
875
Sendero Wealth Management
Texas
$5.39M +$5.39M +19,762 New
33 34
35
36 37