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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 %
WCA
1876
Westover Capital Advisors
Delaware
$707K -$491K -1,799 -41%
AF
1877
Advisornet Financial
Minnesota
$707K -$13.4K -49 -2%
DTL
1878
Dynamic Technology Lab
Singapore
$706K +$224K +820 +46%
VCM
1879
Versant Capital Management
Arizona
$706K +$181K +662 +34%
CCT
1880
Chemung Canal Trust
New York
$703K – – –
CWM
1881
Calamos Wealth Management
Illinois
$702K -$8.68M -31,832 -93%
CNBTD
1882
Citizens National Bank Trust Department
Mississippi
$702K +$173K +633 +33%
RPSA
1883
Richard P. Slaughter Associates
Texas
$702K +$73.9K +271 +12%
MWM
1884
Modern Wealth Management
Kansas
$701K -$48.5K -178 -6%
ACMA
1885
Arbor Capital Management (Alaska)
Alaska
$701K +$701K +2,640 New
CSB
1886
City State Bank
Iowa
$699K +$13.6K +50 +2%
APW
1887
Austin Private Wealth
Texas
$699K -$128K -469 -15%
KA
1888
Kozak & Associates
Colorado
$697K +$813 +3 +0.1%
LPT
1889
Legacy Private Trust
Wisconsin
$696K -$321K -1,178 -32%
NAS
1890
NWF Advisory Services
California
$693K +$131K +480 +23%
RCA
1891
Runnymede Capital Advisors
Ohio
$690K – – –
LIG
1892
Lokken Investment Group
Delaware
$688K -$31.4K -115 -4%
AGWCA
1893
Annis Gardner Whiting Capital Advisors
Florida
$688K +$194K +709 +39%
CT
1894
Clearstead Trust
Maine
$687K +$12.5K +46 +2%
GFP
1895
Gryphon Financial Partners
Ohio
$685K -$21.3K -78 -3%
FA
1896
Fiduciary Alliance
South Carolina
$684K +$684K +2,509 New
WCM
1897
Windsor Capital Management
Arizona
$684K -$1.64K -6 -0.2%
CIAS
1898
Capital Investment Advisory Services
North Carolina
$681K +$17.2K +63 +3%
CRWM
1899
Castle Rock Wealth Management
California
$680K -$565K -2,143 -45%
Kayne Anderson Rudnick Investment Management
1900
Kayne Anderson Rudnick Investment Management
California
$679K +$18.5K +68 +3%
74 75
76
77 78