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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 %
GI
1101
GS Investments
Minnesota
$3.16M -$29.7K -109 -0.9%
CGL
1102
Clarius Group LLC
Washington
$3.16M +$34.9K +128 +1%
MCM
1103
Mainstay Capital Management
Michigan
$3.15M +$1.63M +5,961 +107%
EWM
1104
Elite Wealth Management
Washington
$3.13M -$1.5M -5,509 -32%
IAS
1105
Insigneo Advisory Services
Florida
$3.12M -$183K -671 -6%
CCG
1106
Ceeto Capital Group
Florida
$3.12M +$1.07M +3,925 +52%
CNBT
1107
Canandaigua National Bank & Trust
New York
$3.11M -$74.2K -272 -2%
HT
1108
Headlands Technologies
Illinois
$3.1M -$4.97M -18,209 -62%
RC
1109
Roundview Capital
New Jersey
$3.09M +$161K +589 +5%
PGFC
1110
Peapack-Gladstone Financial Corp
New Jersey
$3.08M -$733K -2,689 -19%
HFRG
1111
Houlihan Financial Resource Group
Virginia
$3.08M +$68.9K +259 +2%
HCM
1112
Howard Capital Management
Georgia
$3.07M +$620K +2,272 +25%
SCM
1113
SCS Capital Management
Massachusetts
$3.07M +$1.09K +4 +0%
1WA
1114
180 Wealth Advisors
Washington
$3.06M -$76.1K -279 -2%
OFS
1115
OMC Financial Services
New York
$3.06M -$30.5K -112 -1%
GWMIA
1116
Global Wealth Management Investment Advisory
Florida
$3.05M +$295K +1,082 +11%
HS
1117
HighVista Strategies
Massachusetts
$3.05M +$518K +1,900 +20%
CPBTD
1118
Central Pacific Bank - Trust Division
Hawaii
$3.04M -$187K -686 -6%
VAS
1119
Valicenti Advisory Services
New York
$3.04M +$3.04M +11,134 New
SI
1120
Scharf Investments
California
$3.03M +$241K +883 +9%
NS
1121
NBC Securities
Alabama
$3.03M -$399K -1,462 -12%
CWM
1122
Cabot Wealth Management
Massachusetts
$3.03M +$33.3K +122 +1%
AWM
1123
Axxcess Wealth Management
California
$3.03M +$265K +973 +10%
S
1124
Sachetta
Massachusetts
$3.02M +$4.09K +15 +0.1%
WAP
1125
Wealthcare Advisory Partners
Pennsylvania
$3.01M +$710K +2,602 +31%
43 44
45
46 47