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 %
VC
2426
Veracity Capital
Georgia
$281K -$34.9K -128 -11%
PCP
2427
Perbak Capital Partners
United Kingdom
$280K +$280K +1,028 New
CSIC
2428
Clifford Swan Investment Counsel
California
$280K +$273 +1 +0.1%
FFG
2429
Frisch Financial Group
New York
$279K +$273 +1 +0.1%
AGA
2430
Arkos Global Advisors
Texas
$279K +$10.4K +38 +4%
HKIMG
2431
Hutchens & Kramer Investment Management Group
Indiana
$278K +$272 +1 +0.1%
TIM
2432
Thompson Investment Management
Wisconsin
$278K – – –
CA
2433
Crewe Advisors
Utah
$278K -$25.1K -92 -8%
BWG
2434
Balanced Wealth Group
Ohio
$275K +$775 +3 +0.3%
MCI
2435
MRP Capital Investments
Georgia
$274K – – –
WEG
2436
World Equity Group
Illinois
$274K -$9.54K -35 -3%
UAS
2437
United Asset Strategies
New York
$273K -$1.69M -6,186 -86%
HCM
2438
Highview Capital Management
Illinois
$273K – – –
CAIMH
2439
Central Asset Investments & Management Holdings
Hong Kong
$273K +$273K +1,000 New
CQWA
2440
Chokshi & Queen Wealth Advisors
California
$273K +$273K +1,000 New
TCM
2441
Triumph Capital Management
Colorado
$272K -$736K -2,698 -73%
MFWP
2442
Mosaic Family Wealth Partners
Missouri
$272K -$5.18K -19 -2%
CWA
2443
Cura Wealth Advisors
Illinois
$272K – – –
LRIA
2444
Leonard Rickey Investment Advisors
Washington
$272K +$3.82K +14 +1%
CNFG
2445
Creegan & Nassoura Financial Group
New Hampshire
$272K +$272K +996 New
MFS
2446
Madrona Financial Services
Washington
$271K +$6.82K +25 +3%
CPA
2447
Capital Planning Advisors
California
$270K -$23.2K -85 -8%
BFWA
2448
Benchmark Financial Wealth Advisors
Florida
$270K +$11.5K +42 +4%
WA
2449
Wambolt & Associates
Colorado
$268K +$4.08K +15 +2%
HR
2450
Howe & Rusling
New York
$268K -$15K -55 -5%
96 97
98
99 100