CRM icon

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 %
SFA
1376
Semmax Financial Advisors
North Carolina
$1.79M +$202K +838 +13%
PAM
1377
Paradigm Asset Management
New York
$1.79M -$791K -2,900 -31%
COCM
1378
Charter Oak Capital Management
New Hampshire
$1.78M – – –
CF
1379
Convergence Financial
Missouri
$1.78M +$105K +384 +6%
KHCM
1380
Kirtland Hills Capital Management
Ohio
$1.78M +$42.3K +155 +2%
RPC
1381
Rossmore Private Capital
Connecticut
$1.78M -$80.4K -295 -4%
ISL
1382
Ingalls & Snyder LLC
New York
$1.77M -$183K -671 -9%
NP
1383
Nilsine Partners
Colorado
$1.77M -$210K -770 -11%
1SB
1384
1ST Source Bank
Indiana
$1.77M +$175K +641 +11%
SW
1385
SteelPeak Wealth
California
$1.77M -$4.18M -15,222 -70%
OF
1386
Optimize Financial
California
$1.77M -$12.5K -46 -0.7%
RS
1387
R Squared
Hong Kong
$1.77M +$1.18M +4,344 +204%
CBT
1388
Central Bank & Trust
Kentucky
$1.76M -$18.8K -69 -1%
MCM
1389
Mainstream Capital Management
California
$1.76M -$12.8K -47 -0.7%
LWA
1390
Lineweaver Wealth Advisors
Ohio
$1.76M -$15.3K -56 -0.9%
CB
1391
Community Bank
New York
$1.75M +$179K +657 +11%
SFCL
1392
Strengthening Families & Communities LLC
Massachusetts
$1.74M -$161K -589 -8%
HAG
1393
HF Advisory Group
Maryland
$1.74M +$86.4K +317 +5%
RFM
1394
Royal Fund Management
Florida
$1.74M +$174K +637 +11%
WPA
1395
Wealth Preservation Advisors
Tennessee
$1.74M +$5.45K +20 +0.3%
LWP
1396
LMG Wealth Partners
Louisiana
$1.74M +$67.6K +248 +4%
IAS
1397
IMA Advisory Services
Colorado
$1.73M +$118K +432 +7%
CP
1398
Canopy Partners
Ohio
$1.73M -$10.6K -39 -0.6%
EI
1399
Ellevest Inc
New York
$1.72M -$221K -811 -11%
SOW
1400
State of Wyoming
Wyoming
$1.71M +$713K +2,614 +71%
54 55
56
57 58