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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 %
SC
1526
Stance Capital
Massachusetts
$1.36M +$1.36M +4,987 New
SCM
1527
Semanteon Capital Management
Massachusetts
$1.36M +$1.36M +4,985 New
OWP
1528
Obermeyer Wealth Partners
Colorado
$1.36M +$73.9K +271 +6%
AA
1529
Alta Advisers
United Kingdom
$1.36M – – –
VBCG
1530
Valley Brook Capital Group
Pennsylvania
$1.36M +$70.9K +260 +6%
PBT
1531
Pictet Bank & Trust
Bahamas
$1.34M – – –
JFG
1532
Jefferies Financial Group
New York
$1.34M -$1.71M -6,255 -56%
FFS
1533
Founders Financial Securities
Maryland
$1.34M -$85.4K -313 -6%
GWSG
1534
GPS Wealth Strategies Group
Colorado
$1.34M +$51K +187 +4%
EWA
1535
Etesian Wealth Advisors
Oregon
$1.34M -$35.7K -131 -3%
BF
1536
bLong Financial
Tennessee
$1.34M +$21.8K +80 +2%
RP
1537
Raelipskie Partnership
Ontario, Canada
$1.34M +$136K +500 +11%
AF
1538
Aviso Financial
Ontario, Canada
$1.33M +$182K +666 +16%
NAS
1539
Nicolet Advisory Services
Wisconsin
$1.33M -$76.2K -304 -5%
LPAM
1540
Lodestar Private Asset Management
California
$1.33M -$465K -1,704 -26%
WIM
1541
Westside Investment Management
California
$1.33M +$52.6K +193 +4%
RCAG
1542
Rehmann Capital Advisory Group
Michigan
$1.33M -$92.7K -340 -7%
AB
1543
ANB Bank
Colorado
$1.32M +$269K +987 +26%
PMA
1544
Prudent Man Advisors
Illinois
$1.32M +$325K +1,192 +33%
CWM
1545
Chemistry Wealth Management
New York
$1.32M -$49.1K -180 -4%
NA
1546
Navellier & Associates
Nevada
$1.32M – – –
PSP
1547
Principal Street Partners
Tennessee
$1.32M +$403K +1,479 +44%
TBC
1548
Ted Buchan & Co
California
$1.32M +$226K +827 +21%
PWM
1549
Palacios Wealth Management
Florida
$1.31M -$143K -525 -10%
OCM
1550
Orion Capital Management
California
$1.31M -$70.6K -259 -5%
60 61
62
63 64