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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 %
ICP
1576
Interchange Capital Partners
Pennsylvania
$1.26M +$50.5K +185 +4%
GWANC
1577
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25M -$38.2K -140 -3%
KFI
1578
Key Financial Inc
Pennsylvania
$1.25M +$543K +1,990 +76%
GCP
1579
GSA Capital Partners
United Kingdom
$1.25M -$309K -1,132 -20%
GLAM
1580
Gardner Lewis Asset Management
Pennsylvania
$1.25M – – –
FIM
1581
Freedom Investment Management
Connecticut
$1.25M +$106K +387 +9%
MCC
1582
Malaga Cove Capital
California
$1.25M -$164K -600 -12%
FAB
1583
First American Bank
Illinois
$1.24M +$1.24M +4,537 New
GWP
1584
Gen-Wealth Partners
Michigan
$1.23M +$95.7K +351 +8%
MA
1585
MONECO Advisors
Connecticut
$1.23M -$148K -543 -11%
CPA
1586
Capital Performance Advisors
California
$1.23M -$70.3K -258 -5%
CWM
1587
Cornerstone Wealth Management
Missouri
$1.22M +$72.3K +265 +6%
BTWM
1588
Baker Tilly Wealth Management
Wisconsin
$1.22M -$28.6K -105 -2%
BA
1589
Bridgewater Advisors
New York
$1.22M +$88.5K +331 +8%
NJIM
1590
Nabity-Jensen Investment Management
Nebraska
$1.22M -$1.64K -6 -0.1%
CIC
1591
Cornercap Investment Counsel
Georgia
$1.21M -$30.3K -111 -2%
BOM
1592
Bank of Marin
California
$1.21M +$15.5K +57 +1%
CWA
1593
Crux Wealth Advisors
California
$1.21M +$126K +461 +12%
HDA
1594
Harold Davidson & Associates
California
$1.21M -$525K -1,927 -30%
EMB
1595
Elefante Mark B
$1.2M +$271K +992 +29%
CB
1596
Cadence Bank
Mississippi
$1.2M +$9.82K +36 +0.8%
FFA
1597
First Foundation Advisors
California
$1.2M +$834K +3,058 +229%
CAU
1598
Caxton Associates (UK)
$1.2M +$249K +912 +26%
GAM
1599
Gemmer Asset Management
California
$1.2M -$283K -1,038 -19%
FC
1600
Fairscale Capital
New Hampshire
$1.19M +$57.1K +221 +5%
62 63
64
65 66