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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 %
FAM
1001
Fred Alger Management
New York
$4.07M +$4.07M +14,898 New
SC
1002
Sepio Capital
Utah
$4.05M -$13.6K -50 -0.3%
TW
1003
TritonPoint Wealth
Maryland
$4M -$117K -429 -3%
AG
1004
Ascent Group
Virginia
$4M -$376K -1,377 -9%
PIM
1005
Progressive Investment Management
Oregon
$4M -$33.3K -122 -0.8%
BHWM
1006
Bar Harbor Wealth Management
New Hampshire
$3.98M +$65.4K +240 +2%
RWM
1007
Ritholtz Wealth Management
New York
$3.97M +$120K +440 +3%
CIG
1008
Cullen Investment Group
Louisiana
$3.97M -$136K -497 -3%
NGA
1009
Naples Global Advisors
Florida
$3.96M +$377K +1,381 +11%
IB
1010
Iyo Bank
Japan
$3.96M -$7.91M -29,021 -67%
NB
1011
NBT Bank
New York
$3.93M +$9.54K +35 +0.2%
HZ
1012
Hixon Zuercher
Ohio
$3.92M +$21.3K +78 +0.5%
OAM
1013
Occidental Asset Management
California
$3.88M +$653K +2,395 +20%
SCP
1014
Stamos Capital Partners
California
$3.87M +$1.85M +6,784 +92%
CCIA
1015
Campbell & Co Investment Adviser
Maryland
$3.84M -$2.44M -8,938 -39%
ACM
1016
Aster Capital Management
United Arab Emirates
$3.84M +$2.91M +10,655 +311%
OTL
1017
Oak Thistle LLC
New York
$3.83M +$2.02M +7,404 +112%
PIWA
1018
Prevail Innovative Wealth Advisors
Kansas
$3.83M +$3.83M +14,027 New
WBC
1019
Westpac Banking Corp
Australia
$3.8M +$930K +3,411 +32%
CCP
1020
Clarity Capital Partners
California
$3.8M -$202K -742 -5%
CGIM
1021
Capital Group Investment Management
Singapore
$3.76M +$223K +816 +6%
WR
1022
WD Rutherford
Oregon
$3.74M -$83.2K -305 -2%
KIA
1023
KCM Investment Advisors
California
$3.7M +$10.6K +39 +0.3%
HH
1024
Hilltop Holdings
Texas
$3.7M +$479K +1,756 +15%
KIM
1025
Kestra Investment Management
Texas
$3.7M +$917K +3,404 +33%
39 40
41
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