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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 %
GAG
1676
GM Advisory Group
New York
$1.04M +$671K +2,462 +183%
VA
1677
Valmark Advisers
Ohio
$1.04M +$12K +44 +1%
CIA
1678
Cape Investment Advisory
Georgia
$1.04M +$29.7K +109 +3%
WI
1679
WrapManager Inc
California
$1.03M -$13.1K -48 -1%
UCB
1680
United Community Bank
South Carolina
$1.03M +$88.9K +326 +9%
FWP
1681
Forefront Wealth Partners
Texas
$1.03M -$47.5K -142 -4%
FMC
1682
First Merchants Corp
Indiana
$1.03M -$122K -447 -11%
A
1683
AustralianSuper
Australia
$1.02M -$50M -183,541 -98%
MTWM
1684
Masso Torrence Wealth Management
New Jersey
$1.02M +$67.9K +249 +7%
BB
1685
Burford Brothers
Texas
$1.02M +$16.6K +61 +2%
TBT
1686
Texas Bank & Trust
Texas
$1.01M +$48.8K +179 +5%
OIM
1687
Oder Investment Management
California
$1.01M – – –
VF
1688
Virtu Financial
New York
$1.01M -$829K -3,040 -45%
SWM
1689
Seed Wealth Management
Illinois
$1M – – –
TCPW
1690
Twin City Private Wealth
North Carolina
$1M +$273 +1 +0%
GP
1691
Guardian Partners
Canada
$1M +$1M +3,705 New
EPIMS
1692
Evelyn Partners Investment Management Services
$1M +$168K +773 +20%
CWA
1693
Consilium Wealth Advisory
Texas
$1M -$22.9K -84 -2%
IPAM
1694
Investment Partners Asset Management
New Jersey
$1M +$49.9K +183 +5%
EI
1695
Ecofi Investissements
France
$999K +$261K +1,150 +35%
SFA
1696
Souders Financial Advisors
Ohio
$997K -$888K -3,258 -47%
CSPIA
1697
Cary Street Partners Investment Advisory
Virginia
$996K +$302K +1,106 +43%
SC
1698
Sierra Capital
Florida
$994K +$1.91K +7 +0.2%
PG
1699
Prostatis Group
Maryland
$993K -$217K -796 -18%
LAIC
1700
Lederer & Associates Investment Counsel
California
$991K +$991K +3,633 New
66 67
68
69 70