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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 %
NA
1351
Nautilus Advisors
California
$1.87M -$51.3K -188 -3%
BB
1352
Berkshire Bank
Massachusetts
$1.86M -$33K -121 -2%
NG
1353
Northstar Group
New York
$1.85M -$13.6K -50 -0.7%
SFM
1354
Sphera Funds Management
Israel
$1.85M -$627K -2,300 -25%
FMLI
1355
Fukoku Mutual Life Insurance
Japan
$1.85M +$786K +2,883 +74%
AAS
1356
Ameritas Advisory Services
Nebraska
$1.85M -$104K -380 -5%
GAM
1357
Grandview Asset Management
Pennsylvania
$1.85M -$11.7K -43 -0.6%
CPIA
1358
Cornell Pochily Investment Advisors
New York
$1.85M +$154K +564 +9%
JWBC
1359
J.W. Burns & Co
New York
$1.85M -$469K -1,719 -20%
SC
1360
Saturna Capital
Washington
$1.84M -$49.1K -180 -3%
EW
1361
Evoke Wealth
California
$1.84M +$305K +1,116 +20%
C
1362
Certuity
Florida
$1.84M -$59.8K -219 -3%
RCG
1363
Regatta Capital Group
California
$1.84M +$25.9K +95 +1%
CT
1364
Coastline Trust
Rhode Island
$1.84M -$187K -685 -9%
WBC
1365
West Branch Capital
Massachusetts
$1.84M +$235K +861 +15%
KP
1366
Keel Point
Alabama
$1.83M +$17.2K +63 +0.9%
CWMK
1367
Caliber Wealth Management (Kansas)
Kansas
$1.83M -$85.4K -313 -4%
MC
1368
Mirabaud & Cie
Switzerland
$1.83M +$1.57M +5,750 +608%
AWA
1369
Aaron Wealth Advisors
Illinois
$1.82M -$37.4K -137 -2%
1W
1370
1776 Wealth
Georgia
$1.82M +$4.36K +16 +0.2%
FAIM
1371
Financial Advocates Investment Management
Washington
$1.8M -$814K -2,986 -31%
MM
1372
Morangie Management
Florida
$1.8M +$510K +1,869 +40%
PGAM
1373
Princeton Global Asset Management
New Jersey
$1.79M -$9K -33 -0.5%
Wolverine Trading
1374
Wolverine Trading
Illinois
$1.79M -$5.19M -18,995 -74%
NME
1375
Notis-McConarty Edward
$1.79M +$741K +2,718 +71%
53 54
55
56 57