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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 %
CAM
1026
Cozad Asset Management
Illinois
$3.69M -$213K -782 -5%
RWM
1027
Rockline Wealth Management
New York
$3.68M +$190K +698 +5%
MA
1028
Mutual Advisors
Nebraska
$3.67M +$452K +1,679 +14%
MJP
1029
Michael J. Puzo
$3.67M +$633K +2,322 +21%
WMA
1030
West Michigan Advisors
Michigan
$3.66M +$3.1M +11,358 +551%
JGUA
1031
John G. Ullman & Associates
New York
$3.62M -$134K -492 -4%
IIA
1032
IPG Investment Advisors
California
$3.61M +$783K +2,869 +28%
DBG
1033
De Burlo Group
Massachusetts
$3.6M -$380K -1,395 -10%
RBA
1034
Richard Bernstein Advisors
New York
$3.6M – – –
IAN
1035
Integrated Advisors Network
Texas
$3.6M -$304K -1,114 -8%
MC
1036
Machina Capital
France
$3.59M +$2.89M +10,601 +411%
KOCAA
1037
Knights of Columbus Asset Advisors
Connecticut
$3.59M -$8.87M -32,542 -71%
GIM
1038
Generali Investments Management
Slovenia
$3.57M +$683K +2,508 +24%
PCIG
1039
Partners Capital Investment Group
Massachusetts
$3.57M -$4.68M -17,151 -57%
USCWA
1040
U.S. Capital Wealth Advisors
Texas
$3.56M -$1.42M -5,213 -29%
QPBE
1041
Quintet Private Bank (Europe)
Luxembourg
$3.55M -$2.95M -10,809 -45%
XT
1042
XTX Topco
Cayman Islands
$3.55M +$954K +3,499 +37%
MWM
1043
Marion Wealth Management
Pennsylvania
$3.54M +$251K +919 +8%
AI
1044
AXS Investments
New York
$3.54M -$1.04M -3,829 -23%
NFG
1045
Nations Financial Group
Iowa
$3.53M +$1.65M +6,062 +88%
WAS
1046
Winch Advisory Services
Wisconsin
$3.52M -$45.5K -167 -1%
SC
1047
Savoie Capital
Illinois
$3.52M – – –
GMA
1048
Glassy Mountain Advisors
Maryland
$3.52M +$3.18M +11,673 +954%
FPCP
1049
Fort Point Capital Partners
California
$3.51M +$3.06M +11,198 +673%
BRWA
1050
B. Riley Wealth Advisors
Florida
$3.51M +$3.51M +12,861 New
40 41
42
43 44