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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 %
HCM
1076
Hillman Capital Management
Maryland
$3.31M -$596K -2,185 -15%
SWM
1077
Spire Wealth Management
Virginia
$3.31M -$409K -1,501 -11%
MFS
1078
Mirabella Financial Services
United Kingdom
$3.31M +$102K +375 +3%
IBOK
1079
Independence Bank of Kentucky
Kentucky
$3.31M +$90.5K +332 +3%
CWI
1080
Conscious Wealth Investments
Florida
$3.3M +$10.2K +38 +0.3%
ITC
1081
Inspire Trust Company
Nevada
$3.3M +$845K +3,100 +34%
NHT
1082
New Hampshire Trust
New Hampshire
$3.3M +$30.5K +112 +0.9%
YDMI
1083
Y.D. More Investments
Israel
$3.3M -$706K -2,589 -18%
GJWM
1084
Gilliland Jeter Wealth Management
Arkansas
$3.29M -$57.8K -212 -2%
AG
1085
Advocate Group
Minnesota
$3.28M +$3.28M +12,033 New
GGI
1086
GPM Growth Investors
Michigan
$3.28M +$401K +1,472 +14%
SAM
1087
Silphium Asset Management
United Kingdom
$3.27M -$324K -1,188 -9%
HT
1088
HAP Trading
New York
$3.27M +$3.27M +11,997 New
IA
1089
Icon Advisers
Colorado
$3.23M -$283K -1,038 -8%
DCM
1090
Davidson Capital Management
Texas
$3.23M +$687K +2,520 +27%
BCB
1091
Brian C. Broderick
$3.23M +$313K +1,146 +11%
B
1092
Bensler
Washington
$3.22M -$2.18K -8 -0.1%
SGA
1093
Strategic Global Advisors
California
$3.21M +$195K +715 +6%
RPI
1094
Railway Pension Investments
United Kingdom
$3.19M – – –
KAS
1095
KPP Advisory Services
Kentucky
$3.19M +$365K +1,340 +13%
TAP
1096
Tounjian Advisory Partners
Florida
$3.19M -$60.1K -224 -2%
KLWA
1097
Kelly Lawrence W & Associates
California
$3.18M -$75.8K -278 -2%
AMCA
1098
Arthur M. Cohen & Associates
Illinois
$3.18M -$175K -640 -5%
AC
1099
Avestar Capital
New York
$3.18M +$288K +1,054 +10%
WWM
1100
Western Wealth Management
Colorado
$3.17M -$111K -407 -3%
42 43
44
45 46