Top Investors’ Q2 Moves, $CRM Investment Case, $CRWV Lockup Sale, $INTC–SoftBank Deal and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- 13F Highlights: Where Top Investors Moved in Q2 2025
- Bristlemoon Global: Salesforce ($CRM) Investment Case
- $CRWV Director Cashes Out $372M After Lockup Expiry
- Trending Tickers: $INTC SoftBank Deal, $OPEN CEO Exit, $VKTX Study Data
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13F Highlights: Where Top Investors Moved in Q2 2025
The Q2 2025 13F filings suggest several notable shifts among high-profile investors, with some common themes appearing. UnitedHealth ($UNH), which has seen its shares drop sharply this year, drew attention from Michael Burry, Warren Buffett, and David Tepper, all of whom added positions. Many funds also increased exposure to tech and AI, with Bill Ackman buying into Amazon ($AMZN) and Alphabet ($GOOGL), Bridgewater moving out of China in favor of Nvidia ($NVDA) and Microsoft ($MSFT), and Stan Druckenmiller adding a wide range of new tech names. At the same time, Chinese equities were reduced or exited by multiple managers. To see the full breakdown of portfolio changes from top investors, read the complete article here.
Bristlemoon Global: Salesforce ($CRM) Investment Case
Bristlemoon Global Fund initiated a position in Salesforce ($CRM) during Q2 2025, betting on the company’s leadership in agentic AI through its Agentforce platform. The fund sees Salesforce as uniquely positioned due to its proprietary customer data across 150,000 enterprise clients and control of the enterprise app distribution layer. With Agentforce reaching $100 million ARR since launching in October 2024 and the agentic AI market potentially worth $155 billion by 2030, Bristlemoon views the investment as asymmetric – trading at just 17x free cash flow, investors get downside protection from the established SaaS business while gaining significant AI upside optionality. Read the full article here.
$CRWV Director Cashes Out $372M After Lockup Expiry
Jack Cogen, an early investor and board member at CoreWeave (NASDAQ: CRWV), sold 4 million shares at $92.96 each for $371.9M, trimming his stake by 18% as the IPO lock-up expired. CoreWeave went public in March at $40 per share and quickly surged to an all-time high of $187 in June before pulling back on weak Q2 results and high costs. Cogen’s sale was part of a broader wave of insider selling exceeding $1B, drawing investor attention to the stock’s sharp rise and recent volatility. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $INTC SoftBank Deal, $OPEN CEO Exit, $VKTX Study Data
This week, several companies made headlines with strategic investments, leadership changes, and clinical trial results. Here’s a breakdown:
- Intel ($INTC): SoftBank will invest $2 billion in Intel at $23 per share, deepening a long-standing partnership. The deal supports both companies’ ambitions in U.S. semiconductor manufacturing and AI infrastructure.
- Opendoor ($OPEN): CEO Carrie Wheeler is stepping down, with Shrisha Radhakrishna appointed interim leader. The leadership change comes as the company refocuses on its tech-driven real estate strategy, prompting a positive market reaction.
- Viking Therapeutics ($VKTX): Shares fell sharply after the company reported mid-stage data for its obesity pill VK2735. While the weight-loss results were promising, high side effect and dropout rates disappointed investors expecting stronger competitive performance.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
