CRM icon

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 %
LAM
1626
L2 Asset Management
Massachusetts
$1.14M +$48.8K +179 +4%
IIM
1627
Ipswich Investment Management
Massachusetts
$1.14M +$129K +472 +13%
RMP
1628
Richards, Merrill & Peterson
Washington
$1.14M -$51.3K -188 -4%
DCM
1629
Dudley Capital Management
Virginia
$1.14M -$6.27K -23 -0.5%
DJYG
1630
David J. Yvars Group
Florida
$1.14M +$256K +938 +29%
KCFA
1631
Key Client Fiduciary Advisors
New Jersey
$1.13M +$273 +1 +0%
SSWM
1632
Strait & Sound Wealth Management
California
$1.13M +$116K +424 +11%
GCA
1633
Gallagher Capital Advisors
Texas
$1.13M -$148K -550 -12%
OWA
1634
Octavia Wealth Advisors
Ohio
$1.13M -$5.46K -20 -0.5%
PA
1635
PFG Advisors
Arizona
$1.13M +$379K +1,389 +50%
OPTFSNA
1636
Old Point Trust & Financial Services N A
Virginia
$1.12M +$134K +490 +13%
AFP
1637
Ausdal Financial Partners
Iowa
$1.12M -$33.8K -124 -3%
CAM
1638
Congress Asset Management
Massachusetts
$1.12M -$82.4M -301,974 -99%
AIC
1639
Argus Investors Counsel
New York
$1.12M -$187K -687 -14%
GKWIM
1640
Gerber Kawasaki Wealth & Investment Management
California
$1.11M +$106K +388 +10%
CC
1641
Copperleaf Capital
North Carolina
$1.11M -$71.2K -261 -6%
BWP
1642
BSW Wealth Partners
Colorado
$1.11M +$46.4K +170 +4%
WHC
1643
Wulff, Hansen & Co
California
$1.11M +$397K +1,455 +56%
GWS
1644
Greykasell Wealth Strategies
California
$1.11M +$25.9K +95 +2%
BIM
1645
Bridges Investment Management
Nebraska
$1.1M +$24.5K +90 +2%
AIM
1646
Anchor Investment Management
South Carolina
$1.1M +$42.8K +157 +4%
CT
1647
ClearAlpha Technologies
Connecticut
$1.1M +$895K +3,283 +431%
NSIM
1648
North Star Investment Management
Illinois
$1.1M +$1.09K +4 +0.1%
BO
1649
Bank OZK
Arkansas
$1.1M -$73.1K -268 -6%
SCI
1650
Stableford Capital II
Arizona
$1.09M +$1.09M +4,067 New
64 65
66
67 68