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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 %
ACM
951
Aljian Capital Management
Nevada
$4.5M -$16.4K -60 -0.4%
LW
952
Linscomb Wealth
Texas
$4.5M +$145K +530 +3%
RWA
953
Roberts Wealth Advisors
California
$4.49M +$101K +369 +2%
GRP
954
Global Retirement Partners
California
$4.49M +$4.49M +16,459 New
CCA
955
Checchi Capital Advisers
California
$4.46M -$265K -973 -6%
TFS
956
Thoroughbred Financial Services
Tennessee
$4.46M -$1.63M -5,964 -27%
TCCM
957
Timber Creek Capital Management
Massachusetts
$4.46M +$108K +438 +2%
ERSOT
958
Employees Retirement System of Texas
Texas
$4.45M +$4.45M +16,315 New
SPG
959
Strategic Planning Group
Utah
$4.44M +$315K +1,156 +8%
PCM
960
Parsons Capital Management
Rhode Island
$4.43M -$20.5K -75 -0.5%
CC
961
Centiva Capital
New York
$4.43M +$2.03M +7,435 +85%
FFWA
962
FRG Family Wealth Advisors
Washington
$4.41M -$80.4K -295 -2%
CCMG
963
Clark Capital Management Group
Pennsylvania
$4.4M +$702K +2,573 +19%
LCM
964
Laurion Capital Management
New York
$4.4M +$4.4M +16,129 New
GM
965
GeoWealth Management
Illinois
$4.4M +$50.4K +185 +1%
CCM
966
Condor Capital Management
New Jersey
$4.37M +$7.36K +27 +0.2%
NRD
967
Nebula Research & Development
New York
$4.36M -$575K -2,110 -12%
GIC
968
Generali Investments CEE
Czech Republic
$4.34M +$223K +819 +5%
FFA
969
Fragasso Financial Advisors
Pennsylvania
$4.34M +$1.07M +3,909 +33%
HWAM
970
Hennion & Walsh Asset Management
New Jersey
$4.32M -$670K -2,456 -13%
Impax Asset Management Group
971
Impax Asset Management Group
United Kingdom
$4.32M -$2.49M -9,125 -37%
AF
972
Arrow Financial
New York
$4.32M -$110K -404 -2%
ACA
973
Aptus Capital Advisors
Alabama
$4.31M -$9M -33,014 -68%
VIA
974
Vickerman Investment Advisors
Washington
$4.31M +$212K +778 +5%
EDRH
975
Edmond de Rothschild Holding
Switzerland
$4.3M +$217K +796 +5%
37 38
39
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