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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 %
OHWP
1226
Oak Harbor Wealth Partners
North Carolina
$2.43M +$1.64K +6 +0.1%
AFCM
1227
Applied Finance Capital Management
Puerto Rico
$2.43M +$2.43M +8,902 New
SWK
1228
Stephen W. Kidder
$2.42M +$336K +1,234 +16%
PNAA
1229
Pictet North America Advisors
Switzerland
$2.41M -$398K -1,461 -14%
CNC
1230
Citizens & Northern Corp
Pennsylvania
$2.41M -$25.1K -92 -1%
EWA
1231
EverSource Wealth Advisors
Alabama
$2.39M +$73.1K +268 +3%
LF
1232
LifePlan Financial
Minnesota
$2.39M +$127K +466 +6%
CWAG
1233
Compton Wealth Advisory Group
Virginia
$2.38M +$118K +431 +5%
SG
1234
StoneX Group
New York
$2.37M +$99.7K +365 +4%
NCM
1235
Nelson Capital Management
California
$2.37M +$53.2K +195 +2%
RMAM
1236
Raab & Moskowitz Asset Management
New Jersey
$2.36M +$558K +2,046 +31%
WA
1237
Wealth Alliance
New York
$2.36M -$52.6K -193 -2%
MCP
1238
Mirador Capital Partners
California
$2.36M +$1.27M +4,647 +116%
CFCI
1239
Comprehensive Financial Consultants Institutional
Indiana
$2.35M +$154K +566 +7%
PH
1240
Pinnacle Holdings
Oklahoma
$2.35M +$219K +803 +10%
FNFDCM
1241
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.34M +$208K +764 +10%
GLA
1242
Good Life Advisors
Pennsylvania
$2.33M -$174K -638 -7%
DC
1243
DeDora Capital
California
$2.33M +$111K +407 +5%
LMKC
1244
L.M. Kohn & Company
Ohio
$2.33M -$125K -458 -5%
SIG
1245
Stonegate Investment Group
Alabama
$2.31M +$9.54K +35 +0.4%
OGF
1246
Orin Green Financial
California
$2.31M +$43.9K +161 +2%
LJHT
1247
Laurie J. Hall Trustee
$2.3M +$2.3M +8,445 New
WAAG
1248
Wealth Alliance Advisory Group
Kansas
$2.29M +$862K +3,161 +60%
GL
1249
Graypoint LLC
New York
$2.29M +$40.6K +149 +2%
MSK
1250
Melissa S. Kampmann
$2.29M -$53.2K -195 -2%
48 49
50
51 52