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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 %
BFA
2126
Beaumont Financial Advisors
Massachusetts
$458K -$200K -735 -30%
MW
2127
MBL Wealth
North Carolina
$458K -$327K -1,200 -42%
SW
2128
SlateStone Wealth
Florida
$455K – – –
WCM
2129
Wedge Capital Management
North Carolina
$455K +$1.36K +5 +0.3%
TWP
2130
Triad Wealth Partners
Kansas
$455K -$13.1K -48 -3%
ACA
2131
Aspire Capital Advisors
Washington
$454K -$40.6K -149 -8%
BTWM
2132
Brass Tax Wealth Management
Ohio
$453K +$8.45K +31 +2%
BCA
2133
Bay Colony Advisors
Massachusetts
$452K -$46.1K -169 -9%
OFG
2134
Oxford Financial Group
Indiana
$452K -$39.5K -145 -8%
MSFS
2135
Main Street Financial Solutions
Pennsylvania
$451K +$209K +767 +86%
MSR
2136
Main Street Research
Connecticut
$451K -$1.38M -5,066 -75%
SGAM
2137
Smith Group Asset Management
Texas
$450K – – –
SYBT
2138
Stock Yards Bank & Trust
Kentucky
$449K +$3.55K +13 +0.8%
SPF
2139
South Plains Financial
Texas
$448K +$110K +404 +33%
SMC
2140
Smith, Moore & Co
Missouri
$447K -$72.8K -267 -14%
OW
2141
Olistico Wealth
Oklahoma
$446K +$4.09K +15 +0.9%
PB
2142
Pinnacle Bancorp
Nebraska
$446K +$6.82K +25 +2%
VC
2143
Veery Capital
Delaware
$445K -$7.91K -29 -2%
BMC
2144
Benin Management Corp
Connecticut
$444K +$444K +1,627 New
AC
2145
ASB Consultores
Florida
$441K +$20.7K +76 +5%
KIG
2146
Kennedy Investment Group
New Jersey
$439K +$14.2K +52 +3%
SI
2147
Seeds Investor
New York
$438K -$67.1K -246 -13%
LCWP
2148
Legacy Capital Wealth Partners
Arkansas
$437K +$40.4K +148 +10%
CPWA
2149
Cerro Pacific Wealth Advisors
California
$437K +$545 +2 +0.1%
CAM
2150
Claret Asset Management
Quebec, Canada
$436K +$436K +1,597 New
84 85
86
87 88