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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 %
TCA
1451
Transcend Capital Advisors
New Jersey
$1.56M +$72.3K +265 +5%
NCGI
1452
Next Century Growth Investors
Minnesota
$1.55M +$545 +2 +0%
PCM
1453
Princeton Capital Management
New Jersey
$1.54M +$61.1K +224 +4%
BB
1454
Bell Bank
North Dakota
$1.54M -$628K -2,303 -29%
GH
1455
GAM Holding
Switzerland
$1.53M -$11.7K -43 -0.8%
PPWM
1456
Paragon Private Wealth Management
Kentucky
$1.53M +$42.5K +156 +3%
MS
1457
Mizuho Securities
Japan
$1.53M +$1.52M +5,580 +13,950%
CCP
1458
Carmel Capital Partners
California
$1.53M +$250K +917 +20%
AFA
1459
AA Financial Advisors
Ohio
$1.52M -$298K -1,093 -16%
CTFG
1460
Capstone Triton Financial Group
Oklahoma
$1.52M +$1.52M +5,575 New
PWG
1461
Portside Wealth Group
Utah
$1.52M +$81.8K +300 +6%
AFO
1462
Arrowroot Family Office
California
$1.51M +$1.51M +5,555 New
CFP
1463
Catalyst Financial Partners
Massachusetts
$1.51M +$60.8K +223 +4%
PJSIMP
1464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.51M -$187K -685 -11%
ATS
1465
Ashton Thomas Securities
New York
$1.51M +$100K +367 +7%
NED
1466
Nancy E. Dempze
$1.5M +$443K +1,624 +42%
RAM
1467
Redmond Asset Management
Virginia
$1.5M -$110K -402 -7%
PWM
1468
Palumbo Wealth Management
New York
$1.49M +$66.3K +243 +5%
CF
1469
Cantor Fitzgerald
New York
$1.49M +$1.49M +5,469 New
LCM
1470
Lazari Capital Management
California
$1.49M -$43.4K -159 -3%
LAM
1471
LECAP Asset Management
United Kingdom
$1.49M -$62.2K -228 -4%
CMI
1472
Clare Market Investments
Texas
$1.49M -$49.9K -183 -3%
PD
1473
Point72 (DIFC)
United Arab Emirates
$1.48M -$11M -40,523 -88%
LAI
1474
Legal Advantage Investments
California
$1.48M -$9.27K -34 -0.6%
EFG
1475
Everhart Financial Group
Ohio
$1.48M -$187K -685 -11%
57 58
59
60 61