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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 %
AAP
1401
Arax Advisory Partners
Colorado
$1.71M +$720K +2,641 +73%
KFS
1402
Kaizen Financial Strategies
California
$1.71M -$37.9K -139 -2%
CWM
1403
Castle Wealth Management
Florida
$1.7M +$123K +449 +8%
AAM
1404
Augustine Asset Management
Florida
$1.7M -$278K -1,018 -14%
TAM
1405
Tealwood Asset Management
Minnesota
$1.7M -$53.2K -195 -3%
LAM
1406
LOM Asset Management
$1.7M +$1.7M +6,215 New
NAMNJ
1407
NorthStar Asset Management (New Jersey)
New Jersey
$1.69M +$150K +549 +10%
BFS
1408
Bard Financial Services
Connecticut
$1.69M -$34.1K -125 -2%
DCA
1409
DSG Capital Advisors
Minnesota
$1.69M -$789K -2,894 -32%
JSW
1410
Journey Strategic Wealth
New Jersey
$1.68M +$330K +1,210 +24%
NG
1411
Norden Group
Utah
$1.68M +$16.1K +59 +1%
GXJ
1412
Global X Japan
Japan
$1.68M +$1.68M +6,144 New
SP
1413
Stablepoint Partners
Massachusetts
$1.67M +$39.5K +145 +2%
PIA
1414
Perennial Investment Advisors
California
$1.67M +$72K +264 +5%
SW
1415
Simplicity Wealth
New Jersey
$1.67M +$153K +560 +10%
QWM
1416
Quadcap Wealth Management
Texas
$1.67M -$17.2K -63 -1%
SQA
1417
Simon Quick Advisors
New Jersey
$1.66M +$316K +1,159 +23%
DFA
1418
Delta Financial Advisors
Louisiana
$1.66M +$28.1K +103 +2%
PPC
1419
Park Place Capital
Alabama
$1.66M -$90K -331 -5%
SMTF
1420
Sphera Management Technology Funds
Israel
$1.65M -$5.04M -18,500 -75%
CCG
1421
Cypress Capital Group
Florida
$1.65M +$293K +1,073 +22%
TPWA
1422
TRUE Private Wealth Advisors
Oregon
$1.64M +$1.91K +7 +0.1%
MFG
1423
MidWestOne Financial Group
Iowa
$1.64M -$52.3K -192 -3%
LAM
1424
Lewis Asset Management
California
$1.63M -$20.2K -74 -1%
GA
1425
GraniteShares Advisors
New York
$1.63M +$5.18K +19 +0.3%
55 56
57
58 59