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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 %
LFS
1426
Littlejohn Financial Services
Oregon
$1.63M +$1.63M +5,983 New
NL
1427
NVWM LLC
Pennsylvania
$1.63M +$28K +105 +2%
BC
1428
Bowman & Company
Wisconsin
$1.62M +$45.9K +168 +3%
ADL
1429
Asset Dedication LLC
California
$1.62M -$16.9K -62 -1%
FG
1430
Fiduciary Group
Georgia
$1.61M -$3.27K -12 -0.2%
ACM
1431
Ayrshire Capital Management
Connecticut
$1.61M +$211K +774 +15%
PL
1432
Plancorp LLC
Missouri
$1.61M +$96.3K +353 +6%
SVWAG
1433
Sound View Wealth Advisors Group
Georgia
$1.6M -$122K -449 -7%
PFGIA
1434
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$164K +603 +11%
EFG
1435
Embree Financial Group
Illinois
$1.6M -$49.4K -181 -3%
RCA
1436
Riverview Capital Advisers
Massachusetts
$1.6M +$2.18K +8 +0.1%
GCM
1437
GKV Capital Management
California
$1.6M +$1.28M +4,700 +409%
SSI
1438
Scott & Selber Inc
Texas
$1.6M +$10.6K +39 +0.7%
GPA
1439
Guerra Pan Advisors
New Jersey
$1.59M +$109K +400 +7%
GC
1440
Gilbert & Cook
Iowa
$1.59M +$35.2K +129 +2%
BC
1441
Burney Company
Virginia
$1.59M -$407K -1,493 -20%
HBT
1442
Heartland Bank & Trust
Illinois
$1.59M -$45K -165 -3%
GGHC
1443
Gilder Gagnon Howe & Co
New York
$1.59M -$62.8M -230,124 -98%
JIP
1444
Jaffetilchin Investment Partners
Florida
$1.58M +$375K +1,375 +31%
TCPG
1445
Trivant Custom Portfolio Group
California
$1.58M -$11.5K -42 -0.7%
GAA
1446
Global Assets Advisory
Florida
$1.58M +$1.58M +5,800 New
TTIC
1447
Tower Trust & Investment Company
Iowa
$1.56M +$5.18K +19 +0.3%
RAM
1448
Ramirez Asset Management
New York
$1.56M -$27.3K -100 -2%
FCA
1449
FLC Capital Advisors
California
$1.56M +$552K +2,023 +55%
CIA
1450
Choate Investment Advisors
Massachusetts
$1.56M +$79.9K +293 +5%
56 57
58
59 60