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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 %
SMA
1551
Sage Mountain Advisors
Georgia
$1.31M +$113K +415 +9%
TFA
1552
Teamwork Financial Advisors
Texas
$1.31M +$3K +11 +0.2%
SC
1553
Sapient Capital
Indiana
$1.3M -$65K -238 -5%
SWA
1554
Sax Wealth Advisors
New Jersey
$1.3M +$376K +1,378 +41%
APP
1555
Avantax Planning Partners
Iowa
$1.3M +$162K +595 +14%
TF
1556
Trek Financial
Arizona
$1.3M +$901K +3,305 +226%
WC
1557
Waterloo Capital
Texas
$1.3M +$214K +783 +20%
ESB
1558
Essex Savings Bank
Connecticut
$1.29M -$35.4K -130 -3%
BAM
1559
Bosun Asset Management
Illinois
$1.29M -$4.91K -18 -0.4%
EB
1560
Emprise Bank
Kansas
$1.29M +$36K +132 +3%
SS
1561
Sunbelt Securities
Texas
$1.29M +$145K +434 +13%
CCB
1562
Country Club Bank
Missouri
$1.29M +$17.8K +65 +1%
CFG
1563
Chapman Financial Group
Hawaii
$1.29M +$1.29M +4,721 New
GFG
1564
Greystone Financial Group
Michigan
$1.28M +$125K +458 +11%
CB
1565
CNB Bank
Pennsylvania
$1.28M -$29.2K -107 -2%
WI
1566
WBI Investments
New Jersey
$1.28M +$974K +3,572 +318%
VIM
1567
VELA Investment Management
Ohio
$1.28M – – –
MFP
1568
Meridian Financial Partners
Virginia
$1.28M +$52.1K +191 +4%
BF
1569
Brucke Financial
Indiana
$1.27M +$51.8K +190 +4%
FCM
1570
Fire Capital Management
California
$1.27M +$92.2K +338 +8%
GITFIT
1571
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.27M – – –
FUBT
1572
First United Bank & Trust
Maryland
$1.27M +$47.7K +175 +4%
MLL
1573
Moody Lynn & Lieberson
Massachusetts
$1.26M -$100K -368 -7%
ACM
1574
Allred Capital Management
Texas
$1.26M -$16.1K -59 -1%
DP
1575
Dearborn Partners
Illinois
$1.26M -$18.8K -69 -1%
61 62
63
64 65