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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 %
NP
926
NorthRock Partners
Minnesota
$4.8M -$934K -3,419 -16%
CA
927
Cullinan Associates
Kentucky
$4.8M -$340K -1,246 -7%
CRB
928
Chad R. Baker
$4.78M – – –
PA
929
Proem Advisors
Texas
$4.77M +$4.77M +17,500 New
DWT
930
Dorsey & Whitney Trust
South Dakota
$4.76M -$166K -609 -3%
NNPTE
931
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.75M -$451K -1,654 -9%
ZCI
932
Zevenbergen Capital Investments
Washington
$4.74M -$1.55M -5,700 -25%
OCA
933
Otter Creek Advisors
Florida
$4.72M +$1.53M +5,600 +48%
HCM
934
Hudson Capital Management
New Jersey
$4.69M +$154K +563 +3%
SC
935
SouthState Corp
Florida
$4.69M -$29.7K -109 -0.6%
BFW
936
Brady Family Wealth
Missouri
$4.68M -$13.4K -49 -0.3%
FFP
937
FourThought Financial Partners
Florida
$4.67M +$91.6K +336 +2%
MAS
938
Meeder Advisory Services
Ohio
$4.67M -$190K -695 -4%
SWP
939
Sagespring Wealth Partners
Tennessee
$4.66M -$2.02M -7,413 -30%
RWM
940
RBA Wealth Management
California
$4.61M +$43.6K +160 +1%
FHA
941
First Horizon Advisors
Tennessee
$4.6M -$281K -1,032 -6%
QCM
942
Qsemble Capital Management
New York
$4.59M -$6.48M -23,751 -59%
SCP
943
Sandhill Capital Partners
New York
$4.58M +$18.5K +68 +0.4%
PAM
944
Pegasus Asset Management
New York
$4.55M +$79.6K +292 +2%
OL
945
Optas LLC
Texas
$4.53M -$64.4K -236 -1%
SF
946
Summit Financial
New Jersey
$4.51M -$4.18M -15,322 -48%
FRA
947
Frank Rimerman Advisors
California
$4.51M -$242K -886 -5%
AWM
948
Avior Wealth Management
Nebraska
$4.51M +$382K +1,402 +9%
WPC
949
Wedmont Private Capital
Pennsylvania
$4.51M -$45.2K -167 -1%
GC
950
Garde Capital
Washington
$4.51M -$435K -1,595 -9%
36 37
38
39 40