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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 %
AIC
2451
Archer Investment Corporation
Indiana
$268K +$22.1K +81 +9%
HWP
2452
Highline Wealth Partners
California
$267K +$2.46K +9 +0.9%
OWCM
2453
One Wealth Capital Management
Arizona
$267K -$16.1K -59 -6%
NG
2454
Novem Group
New York
$267K -$37.9K -139 -12%
CWMS
2455
Cannon Wealth Management Services
North Carolina
$266K -$79.9K -293 -23%
AAMA
2456
Advanced Asset Management Advisors
Ohio
$266K – – –
SIM
2457
SSI Investment Management
California
$266K -$147K -538 -36%
APW
2458
Aurora Private Wealth
New Jersey
$265K -$817 -3 -0.3%
FWM
2459
Focused Wealth Management
New York
$263K -$274K -1,006 -51%
OHWA
2460
Oak Hill Wealth Advisors
Virginia
$263K – – –
MWP
2461
Meriwether Wealth & Planning
Louisiana
$263K +$1.91K +7 +0.7%
PP
2462
Pingora Partners
Wyoming
$263K +$229K +840 +672%
WAM
2463
Weinberger Asset Management
California
$263K +$263K +963 New
ECM
2464
Elgethun Capital Management
South Dakota
$262K – – –
CA
2465
Cannon Advisors
North Carolina
$262K +$262K +959 New
FFM
2466
Fullerton Fund Management
Singapore
$261K -$181K -665 -41%
WAG
2467
Wallace Advisory Group
California
$261K +$537 +2 +0.2%
SG
2468
Somerset Group
Minnesota
$260K -$1.36K -5 -0.5%
IGGA
2469
Iron Gate Global Advisors
Utah
$259K -$207K -759 -44%
OC
2470
Opinicus Capital
Florida
$259K +$259K +950 New
DWP
2471
Destiny Wealth Partners
Florida
$258K -$2.91M -10,674 -92%
F8IS
2472
Figure 8 Investment Strategies
Idaho
$258K -$1.64K -6 -0.6%
Winslow Capital Management
2473
Winslow Capital Management
Minnesota
$257K -$197M -724,107 -100%
GAMC
2474
Garner Asset Management Corp
Texas
$257K – – –
NCM
2475
Next Capital Management
New York
$257K +$257K +943 New
97 98
99
100 101