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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 %
BWAM
1326
Boyd Watterson Asset Management
Ohio
$1.95M +$108K +395 +6%
AB
1327
Atlas Brown
Kentucky
$1.95M +$12.8K +47 +0.7%
AIM
1328
Aigen Investment Management
New York
$1.95M -$2.03M -7,455 -51%
GCM
1329
Glynn Capital Management
California
$1.95M – – –
SCM
1330
Stevens Capital Management
Pennsylvania
$1.94M +$1.44M +5,265 +283%
SWMG
1331
Signature Wealth Management Group
Georgia
$1.94M +$6.55K +24 +0.3%
PTP
1332
Platform Technology Partners
New York
$1.94M +$118K +434 +6%
IUHSA
1333
Itau Unibanco Holding S.A.
Brazil
$1.94M -$1.38M -5,059 -42%
PCG
1334
PFC Capital Group
California
$1.94M -$178K -654 -8%
JCM
1335
Jacobi Capital Management
Pennsylvania
$1.94M +$235K +861 +14%
DRD
1336
Dennis R. Delaney
$1.94M +$384K +1,408 +25%
PMWMG
1337
Parr McKnight Wealth Management Group
Minnesota
$1.93M +$179K +657 +10%
MFA
1338
Millington Financial Advisors
Illinois
$1.93M +$255K +956 +15%
BTD
1339
BankPlus Trust Department
Mississippi
$1.93M +$43.1K +158 +2%
KMWM
1340
Keudell/Morrison Wealth Management
Oregon
$1.92M +$383K +1,406 +25%
AIM
1341
Allen Investment Management
New York
$1.91M – – –
UOTTAIMCU
1342
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.91M +$1.58M +5,800 +480%
MUAMU
1343
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.91M +$1.34M +4,900 +233%
SACTSONJ
1344
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.91M – – –
SC
1345
Syon Capital
California
$1.91M +$96K +352 +5%
FPF
1346
First Pacific Financial
Washington
$1.9M +$272K +999 +17%
SJIM
1347
St. Johns Investment Management
Florida
$1.89M +$144K +529 +8%
ATWA
1348
Arbor Trust Wealth Advisors
Michigan
$1.89M -$58.7K -215 -3%
BM
1349
Brandywine Managers
Delaware
$1.89M – – –
TF
1350
TLWM Financial
Texas
$1.88M +$15.8K +58 +0.8%
52 53
54
55 56