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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 %
VF
2501
Vawter Financial
Ohio
$245K -$7.09K -26 -3%
CPC
2502
Cookson Peirce & Co
Pennsylvania
$245K +$245K +900 New
ERWM
2503
Elk River Wealth Management
Colorado
$245K – – –
SFO
2504
Stenger Family Office
Illinois
$244K +$244K +922 New
VCM
2505
Vivaldi Capital Management
Illinois
$244K -$18K -66 -7%
TWM
2506
Topsail Wealth Management
North Carolina
$244K +$244K +895 New
SSWG
2507
Seven Springs Wealth Group
Tennessee
$244K -$27.5K -101 -10%
RWM
2508
Rialto Wealth Management
New York
$244K +$1.09K +4 +0.4%
BWP
2509
BlueStem Wealth Partners
Minnesota
$242K +$545 +2 +0.2%
SAM
2510
Summit Asset Management
Tennessee
$242K +$22.1K +81 +10%
GAG
2511
Goodman Advisory Group
Massachusetts
$242K -$659K -2,415 -73%
SW
2512
SkyOak Wealth
Michigan
$242K +$13.6K +50 +6%
WTA
2513
Washington Trust Advisors
Massachusetts
$241K -$20.5K -75 -8%
BCM
2514
Boreal Capital Management
Florida
$241K +$241K +884 New
BFS
2515
Burkett Financial Services
South Carolina
$241K +$273 +1 +0.1%
FC
2516
Forte Capital
New York
$241K -$10.6K -39 -4%
WFA
2517
Wellspring Financial Advisors
Ohio
$240K +$35.7K +131 +17%
CV
2518
Counterweight Ventures
North Carolina
$240K -$26.7K -98 -10%
RFN
2519
RDA Financial Network
Iowa
$240K -$1.19M -4,361 -83%
TWM
2520
Tripletail Wealth Management
Florida
$238K +$238K +1,006 New
PJWM
2521
Philip James Wealth Mangement
Georgia
$238K – – –
GGA
2522
Granite Group Advisors
Connecticut
$238K – – –
EC
2523
EntryPoint Capital
New York
$238K +$238K +871 New
FF
2524
Foronjy Financial
California
$237K +$237K +871 New
AIM
2525
Arcadia Investment Management
Michigan
$237K – – –
99 100
101
102 103