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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 %
CPW
1251
Cove Private Wealth
New York
$2.29M +$384K +1,409 +20%
SAM
1252
Steinberg Asset Management
New York
$2.28M +$138K +505 +6%
UB
1253
Umpqua Bank
Oregon
$2.27M +$168K +615 +8%
AWA
1254
Arete Wealth Advisors
Illinois
$2.27M -$786K -2,902 -26%
SIP
1255
Stoneridge Investment Partners
Pennsylvania
$2.27M +$277K +1,016 +14%
BCM
1256
Bridgeway Capital Management
Texas
$2.26M -$49.1K -180 -2%
LFA
1257
Legacy Financial Advisors
Kentucky
$2.25M +$491K +1,802 +28%
CAS
1258
CTC Alternative Strategies
Illinois
$2.24M +$2.24M +8,220 New
HT
1259
Heritage Trust
Oklahoma
$2.19M +$42.5K +156 +2%
PI
1260
PFG Investments
New York
$2.19M +$501K +1,837 +30%
EWM
1261
Elmwood Wealth Management
California
$2.18M -$20.7K -76 -0.9%
PWM
1262
Power Wealth Management
Georgia
$2.18M -$40.9K -150 -2%
FFL
1263
Future Fund LLC
Illinois
$2.18M +$403K +1,477 +23%
SFP
1264
Shepherd Financial Partners
Massachusetts
$2.18M -$112K -410 -5%
AA
1265
Ancora Advisors
Ohio
$2.17M +$267K +978 +14%
FWA
1266
FOCUS Wealth Advisors
Texas
$2.17M +$18.8K +69 +0.9%
SDIC
1267
South Dakota Investment Council
South Dakota
$2.16M – – –
CPIG
1268
Chicago Partners Investment Group
Illinois
$2.16M -$78.3K -293 -3%
CVA
1269
Central Valley Advisors
California
$2.16M +$253K +929 +13%
SFM
1270
Signet Financial Management
New Jersey
$2.15M +$7.64K +28 +0.4%
CCM
1271
Chickasaw Capital Management
Tennessee
$2.15M -$21.8K -80 -1%
DA
1272
Dover Advisors
Virginia
$2.15M -$134K -491 -6%
LS
1273
Leelyn Smith
Illinois
$2.15M +$170K +622 +9%
CRIG
1274
Charter Research & Investment Group
Connecticut
$2.14M -$51.8K -190 -2%
AF
1275
Atala Financial
California
$2.14M +$151K +553 +8%
49 50
51
52 53