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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 %
PFG
2526
PAX Financial Group
Texas
$237K -$157K -577 -40%
ONSWM
2527
Old North State Wealth Management
North Carolina
$237K +$4.65K +17 +2%
PWM
2528
Puff Wealth Management
New Jersey
$234K +$3.82K +14 +2%
AWA
2529
Aletheian Wealth Advisors
Washington
$234K +$234K +859 New
ITIM
2530
Indiana Trust & Investment Management
Indiana
$234K -$81.8K -300 -26%
HWM
2531
Hobbs Wealth Management
Indiana
$234K -$33.5K -123 -13%
CFS
2532
Coordinated Financial Services
Colorado
$234K -$39.3K -144 -14%
BCM
2533
Brown Capital Management
Maryland
$234K -$107K -392 -31%
IIA
2534
Integral Investment Advisors
California
$234K +$234K +857 New
CWA
2535
Centennial Wealth Advisory
Michigan
$233K +$233K +852 New
WWM
2536
Whalen Wealth Management
Nevada
$233K -$392K -1,439 -63%
IFPG
2537
Intrepid Financial Planning Group
Indiana
$233K – – –
DIP
2538
DT Investment Partners
Pennsylvania
$232K – – –
RA
2539
Rise Advisors
New York
$232K +$1.36K +5 +0.6%
ABWM
2540
Alpine Bank Wealth Management
Colorado
$232K -$36.8K -135 -14%
ACA
2541
Atlas Capital Advisors
Wyoming
$232K +$124K +455 +115%
BFF
2542
Byrne Financial Freedom
Massachusetts
$232K -$1.91K -7 -0.8%
CAL
2543
Capital Advisors Ltd
Ohio
$230K +$18.8K +69 +9%
OPA
2544
Old Port Advisors
Maine
$230K +$5.45K +20 +2%
HWA
2545
Heritage Wealth Advisors
Virginia
$229K +$273 +1 +0.1%
BWM
2546
BCS Wealth Management
Tennessee
$229K +$229K +841 New
JCM
2547
Janney Capital Management
Pennsylvania
$228K -$28.3K -104 -11%
AWA
2548
Archvest Wealth Advisors
California
$228K – – –
TWA
2549
Talisman Wealth Advisors
New Jersey
$227K -$5.45K -20 -2%
RIA
2550
Realta Investment Advisors
Delaware
$226K -$2.46K -9 -1%
100 101
102
103 104