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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 %
JGCM
1051
Joseph Group Capital Management
Ohio
$3.5M +$752K +2,758 +27%
HIP
1052
Harrell Investment Partners
Texas
$3.48M +$151K +555 +5%
RFL
1053
RD Finance Ltd
Cyprus
$3.45M – – –
CA
1054
CGN Advisors
Kansas
$3.44M +$319K +1,169 +10%
NFC
1055
Northeast Financial Consultants
Connecticut
$3.43M -$379K -1,390 -10%
EWA
1056
Evolution Wealth Advisors
Florida
$3.43M +$48.3K +177 +1%
TI
1057
TTP Investments
California
$3.43M +$3.43M +12,572 New
CA
1058
Cache Advisors
California
$3.42M +$455K +1,668 +15%
CW
1059
CreativeOne Wealth
Kansas
$3.42M +$316K +1,160 +10%
MASUI
1060
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.42M +$3.42M +12,533 New
MC
1061
Mathes Company
New York
$3.41M +$58.6K +215 +2%
Hudson Bay Capital Management
1062
Hudson Bay Capital Management
Connecticut
$3.41M -$15.2M -55,827 -82%
TPA
1063
Trivium Point Advisory
Connecticut
$3.4M -$62.7K -230 -2%
GC
1064
Globeflex Capital
California
$3.39M +$3.22M +11,824 +1,971%
BWM
1065
BigSur Wealth Management
Florida
$3.39M +$191K +700 +6%
CAMG
1066
CWA Asset Management Group
Florida
$3.38M +$17.2K +63 +0.5%
FWM
1067
Finer Wealth Management
Massachusetts
$3.38M +$43.4K +159 +1%
HAS
1068
HBW Advisory Services
California
$3.36M -$490K -1,796 -13%
QI
1069
Qtron Investments
Massachusetts
$3.36M +$205K +750 +6%
WSCM
1070
Wellington Shields Capital Management
New York
$3.34M -$6K -22 -0.2%
CC
1071
Courier Capital
New York
$3.34M +$29.2K +107 +0.9%
CIA
1072
Cohen Investment Advisors
New Hampshire
$3.32M +$139K +509 +4%
ALAM
1073
Asahi Life Asset Management
Japan
$3.32M +$410K +1,504 +14%
BWM
1074
Bulltick Wealth Management
Florida
$3.32M -$49.1K -180 -1%
KA
1075
Kovack Advisors
Florida
$3.32M +$301K +1,105 +10%
41 42
43
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