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 %
EHC
2351
Everett Harris & Co
California
$315K +$4.09K +15 +1%
MHC
2352
May Hill Capital
Massachusetts
$315K +$5.18K +19 +2%
GHA
2353
Granite Harbor Advisors
Texas
$314K +$32.5K +119 +12%
DL
2354
DOHJ LLC
Washington
$313K -$880K -3,511 -74%
SA
2355
Sage Advisors
Colorado
$313K -$51.8K -190 -14%
TCM
2356
Traynor Capital Management
Pennsylvania
$311K -$113K -415 -27%
SIC
2357
Sigma Investment Counselors
Michigan
$310K +$19.1K +70 +7%
FPL
2358
Fortress Private Ledger
North Carolina
$309K +$309K +1,132 New
CCM
2359
Chaney Capital Management
Washington
$308K -$30.8K -113 -9%
NWWA
2360
New Wave Wealth Advisors
Arkansas
$308K -$35.7K -131 -10%
WFA
2361
WMG Financial Advisors
Tennessee
$308K +$2.45K +9 +0.8%
EC
2362
EdgeRock Capital
Colorado
$308K +$18.9K +69 +7%
FAM
2363
Forte Asset Management
New York
$307K – – –
ACM
2364
Alta Capital Management
Utah
$305K +$305K +1,120 New
AWM
2365
AllSquare Wealth Management
New York
$305K -$87.8K -322 -22%
TWM
2366
TCFG Wealth Management
California
$305K – – –
KA
2367
KDT Advisors
New York
$305K +$40.9K +150 +16%
BSSFA
2368
Baron Silver Stevens Financial Advisors
Florida
$304K +$46.1K +169 +18%
VPW
2369
Variant Private Wealth
Virginia
$304K +$273 +1 +0.1%
HA
2370
Helium Advisors
Washington
$304K -$3.82K -14 -1%
GWM
2371
GK Wealth Management
Nevada
$303K +$303K +1,111 New
WE
2372
Wealth Effects
Massachusetts
$303K +$15K +55 +5%
SWA
2373
SOA Wealth Advisors
New York
$302K -$37.6K -138 -11%
DWM
2374
Destination Wealth Management
California
$302K -$24K -88 -7%
SFG
2375
Sovereign Financial Group
Connecticut
$301K -$40.1K -147 -12%
93 94
95
96 97