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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 %
BLFG
1601
Brian Low Financial Group
Louisiana
$1.19M +$1.19M +4,378 New
QPW
1602
Quantum Private Wealth
Florida
$1.19M -$52.4K -192 -4%
BDFN
1603
Bond & Devick Financial Network
Minnesota
$1.19M +$64.1K +235 +6%
WFAG
1604
Worth Financial Advisory Group
North Carolina
$1.19M +$241K +882 +25%
HFA
1605
Hutchinson Financial Advisors
Virginia
$1.18M +$1.18M +4,343 New
SIC
1606
Salem Investment Counselors
North Carolina
$1.18M +$74K +271 +7%
BAM
1607
Byrne Asset Management
New Jersey
$1.18M +$36.5K +134 +3%
TYCC
1608
Texas Yale Capital Corp
Florida
$1.18M -$70.1K -257 -6%
JFA
1609
JNBA Financial Advisors
Minnesota
$1.17M -$6.82K -25 -0.6%
AC
1610
Arjuna Capital
North Carolina
$1.17M -$57.5K -211 -5%
WIS
1611
Wright Investors Service
Connecticut
$1.17M -$2.86M -10,499 -71%
PCG
1612
Prosperity Consulting Group
Maryland
$1.17M -$313K -1,147 -21%
DI
1613
Diligent Investors
California
$1.17M – – –
I
1614
InceptionR
California
$1.17M +$841K +3,084 +259%
FBFS
1615
First Business Financial Services
Wisconsin
$1.17M +$1.17M +4,276 New
IQI
1616
Integrated Quantitative Investments
Washington
$1.16M +$1.16M +4,263 New
JFGIW
1617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$340K -1,246 -23%
KLCM
1618
KG&L Capital Management
Louisiana
$1.16M -$289K -1,058 -20%
LFG
1619
Larson Financial Group
Missouri
$1.16M +$137K +504 +13%
RH
1620
RFG Holdings
Texas
$1.15M +$281K +1,032 +33%
NDSI
1621
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M -$15K -55 -1%
PCS
1622
Personal CFO Solutions
New Jersey
$1.14M +$149K +547 +15%
DA
1623
Doliver Advisors
Texas
$1.14M -$466K -1,708 -29%
LCM
1624
LCM Capital Management
Illinois
$1.14M +$5.18K +19 +0.5%
AF
1625
Aldebaran Financial
$1.14M +$273 +1 +0%
63 64
65
66 67