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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 %
DIA
976
Dana Investment Advisors
Wisconsin
$4.3M -$18.3M -67,152 -81%
FIB
977
First Interstate Bank
Montana
$4.28M -$39.5K -145 -0.9%
WAOTB
978
Wealth Advisors of Tampa Bay
Florida
$4.27M +$54.5K +200 +1%
ITFISA
979
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.26M -$355K -1,301 -8%
DLCIG
980
D.L. Carlson Investment Group
New Hampshire
$4.26M -$99.8K -366 -2%
SAI
981
Systematic Alpha Investments
New Jersey
$4.26M – – –
TCM
982
Twin Capital Management
Pennsylvania
$4.26M +$41.7K +153 +1%
RA
983
RFG Advisory
Alabama
$4.25M +$654K +2,400 +18%
AFA
984
Arlington Financial Advisors
California
$4.24M +$83.7K +307 +2%
LNB
985
Ledyard National Bank
$4.24M +$4.24M +15,544 New
AAM
986
Azzad Asset Management
Virginia
$4.23M -$792K -2,903 -16%
GI
987
GAMMA Investing
California
$4.21M +$352K +1,291 +9%
PP
988
Paloma Partners
Connecticut
$4.21M -$8.09M -29,671 -66%
NIM
989
Nicollet Investment Management
Minnesota
$4.18M -$213K -780 -5%
ECM
990
Eisler Capital Management
United Kingdom
$4.18M -$7.13M -26,151 -63%
IRAG
991
Investment Research & Advisory Group
Georgia
$4.16M +$51.3K +188 +1%
JHCP
992
Jackson Hole Capital Partners
Oklahoma
$4.16M +$340K +1,247 +9%
LC
993
Legacy CG
Texas
$4.16M +$4.16M +15,243 New
MA
994
Modus Advisors
Minnesota
$4.15M +$117K +430 +3%
CWP
995
Cyndeo Wealth Partners
Florida
$4.15M -$564K -2,067 -12%
MPPLM
996
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.13M +$44.2K +162 +1%
IWM
997
IHT Wealth Management
Illinois
$4.12M +$337K +1,235 +9%
RIG
998
Renaissance Investment Group
Massachusetts
$4.12M -$2.83M -10,386 -41%
CF
999
Centaurus Financial
California
$4.1M +$301K +1,102 +8%
TCOT
1000
Trust Company of Toledo
Ohio
$4.09M +$19.1K +70 +0.5%
38 39
40
41 42