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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 %
CAL
901
Capital Analysts LLC
Pennsylvania
$5.09M +$13.9K +51 +0.3%
SC
902
Savant Capital
Illinois
$5.07M -$1.05M -3,839 -17%
WWA
903
WCG Wealth Advisors
Nevada
$5.06M +$876K +3,214 +21%
CCAM
904
Codex Capital Asset Management
Texas
$5.04M – – –
MKA
905
M. Kulyk & Associates
Georgia
$5.04M +$241K +883 +5%
SF
906
Symphony Financial
Texas
$5.02M +$4.15M +18,209 +473%
OAM
907
Ostrum Asset Management
France
$5.01M -$1.2M -4,413 -19%
FHA
908
Flagship Harbor Advisors
Massachusetts
$5.01M +$2.08M +7,612 +71%
ATPW
909
Ashton Thomas Private Wealth
Arizona
$5.01M +$1.18M +4,304 +31%
CFO
910
Callan Family Office
Pennsylvania
$5M +$3.27M +12,000 +189%
SS
911
SBI Securities
Japan
$4.99M +$230K +845 +5%
VIS
912
Vega Investment Solutions
France
$4.99M -$2.73M -9,996 -35%
O
913
Ossiam
France
$4.98M -$274K -1,006 -5%
GAAM
914
Guinness Atkinson Asset Management
California
$4.97M -$393K -1,442 -7%
GIM
915
Generate Investment Management
New Zealand
$4.96M -$10.6M -38,849 -68%
LA
916
LM Advisors
California
$4.94M +$142K +522 +3%
TAL
917
TIG Advisors LLC
New York
$4.93M +$4.93M +18,084 New
PC
918
Promethos Capital
Massachusetts
$4.93M – – –
FTWA
919
Fifth Third Wealth Advisors
Ohio
$4.9M +$369K +1,353 +8%
HCA
920
Harbour Capital Advisors
Virginia
$4.89M +$8.08K +30 +0.2%
JF
921
Jericho Financial
Ohio
$4.88M -$22.6K -83 -0.5%
OHIS
922
Oak Harvest Investment Services
Texas
$4.88M +$180K +660 +4%
FMI
923
F/M Investments
District of Columbia
$4.88M +$24K +88 +0.5%
AG
924
AlTi Global
New York
$4.86M +$380K +1,396 +8%
HBT
925
Hills Bank & Trust
Iowa
$4.84M -$31.4K -115 -0.6%
35 36
37
38 39