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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 %
AP
1176
Advisors Preferred
Maryland
$2.69M – – –
SA
1177
Strategic Advisors
New York
$2.69M -$109K -401 -4%
NMG
1178
New Millennium Group
Utah
$2.68M +$2.67M +9,788 +27,189%
MW
1179
Maia Wealth
Colorado
$2.67M +$704K +2,580 +36%
ES
1180
Eagle Strategies
New York
$2.66M +$76.6K +281 +3%
NF
1181
Nikulski Financial
Iowa
$2.66M -$52.1K -191 -2%
VWM
1182
Venturi Wealth Management
Texas
$2.66M -$141K -518 -5%
VNA
1183
Valley National Advisers
Pennsylvania
$2.66M +$26.2K +96 +1%
AWP
1184
Ascent Wealth Partners
New York
$2.65M +$532K +1,952 +25%
MTIC
1185
Missouri Trust & Investment Company
Missouri
$2.64M +$58.1K +213 +2%
SAM
1186
Secure Asset Management
Michigan
$2.64M +$122K +448 +5%
HIA
1187
Harbor Investment Advisory
Maryland
$2.64M -$196K -1,955 -7%
PWP
1188
Principle Wealth Partners
Connecticut
$2.63M +$104K +382 +4%
BHIA
1189
Birch Hill Investment Advisors
Massachusetts
$2.63M -$241K -885 -8%
DWA
1190
Douglass Winthrop Advisors
New York
$2.62M -$44.2K -162 -2%
SFS
1191
Sowell Financial Services
Arkansas
$2.61M +$65.4K +240 +3%
SSWM
1192
Smith Salley Wealth Management
North Carolina
$2.61M +$303K +1,110 +13%
WANY
1193
Wealthspire Advisors (New York)
New York
$2.6M +$329K +1,208 +15%
RCA
1194
Resonant Capital Advisors
Wisconsin
$2.59M +$265K +970 +11%
RWB
1195
RMR Wealth Builders
New Jersey
$2.59M +$185K +677 +8%
AFS
1196
Aft Forsyth & Sober
Florida
$2.59M +$68.2K +250 +3%
DAM
1197
Deltec Asset Management
New York
$2.59M +$818K +3,000 +46%
LHC
1198
Little House Capital
Massachusetts
$2.59M +$120K +441 +5%
RMC
1199
Resources Management Corp
Connecticut
$2.59M +$597K +2,188 +30%
CAMV
1200
Concord Asset Management (Virginia)
Virginia
$2.58M +$404K +1,480 +19%
46 47
48
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