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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 %
TAM
1126
Trust Asset Management
Texas
$3.01M – – –
APIM
1127
Agate Pass Investment Management
Washington
$3.01M +$665K +2,437 +28%
MLCM
1128
M & L Capital Management
United Kingdom
$3M +$3M +11,000 New
MCB
1129
Morton Community Bank
Illinois
$3M +$3M +10,997 New
MHS
1130
M Holdings Securities
Oregon
$3M +$3M +10,975 New
FB
1131
Fulton Bank
Pennsylvania
$2.98M +$101K +370 +4%
EBT
1132
Enterprise Bank & Trust
Massachusetts
$2.98M +$2.45K +9 +0.1%
ACS
1133
Archford Capital Strategies
Illinois
$2.96M +$163K +596 +6%
NSB
1134
Norway Savings Bank
Maine
$2.96M +$277K +1,016 +10%
WP
1135
WealthShield Partners
North Carolina
$2.96M +$113K +415 +4%
FCP
1136
Fidelis Capital Partners
Florida
$2.96M -$62.8K -252 -2%
AA
1137
ALPS Advisors
Colorado
$2.95M +$3.55K +13 +0.1%
GLR
1138
Great Lakes Retirement
Ohio
$2.95M +$117K +430 +4%
SI
1139
Shaker Investments
Ohio
$2.94M -$911K -3,340 -24%
BIG
1140
Brooklyn Investment Group
New York
$2.91M +$581K +2,129 +25%
TNA
1141
True North Advisors
Texas
$2.91M -$243K -892 -8%
MNBTD
1142
Moody National Bank Trust Division
Texas
$2.9M +$119K +435 +4%
SWM
1143
Segment Wealth Management
Texas
$2.88M +$107K +394 +4%
VCM
1144
Voleon Capital Management
California
$2.86M -$974K -3,573 -25%
CIA
1145
Capital Investment Advisors
Georgia
$2.86M +$943K +3,458 +49%
SWM
1146
SeaCrest Wealth Management
New York
$2.84M -$157K -577 -5%
V
1147
VeraBank
Texas
$2.84M +$898K +3,293 +46%
MCM
1148
MV Capital Management
Maryland
$2.83M -$99.8K -366 -3%
UW
1149
Unique Wealth
Florida
$2.81M +$102K +375 +4%
VAS
1150
Vestmark Advisory Solutions
Massachusetts
$2.81M -$3.59M -13,160 -56%
44 45
46
47 48