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Salesforce
CRM

Overview Fund Activity

2,903 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, 1,369 increasing their positions, 1,030 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,903
Holders Change
-7
Holders Change %
-0.24%
% of All Funds
38.94%
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
1,369
Reduced
1,030
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
$5B
2
Harris Associates
Harris Associates
Illinois
$816M
3
Victory Capital Management
Victory Capital Management
Texas
$657M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$538M
5
Amundi
Amundi
France
$2.09B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.11B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.86B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$188M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.41B
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
ICA
3026
Infrastructure Capital Advisors
New York
– -$269K -1,001 Closed
SPWM
3027
Spartan Planning & Wealth Management
North Carolina
– -$250K -932 Closed
KRW
3028
Kaufman Rossin Wealth
Florida
– -$245K -914 Closed
ACP
3029
Aveo Capital Partners
Colorado
– -$254K -913 Closed
SICM
3030
Sustainable Insight Capital Management
New York
– -$241K -899 Closed
AWM
3031
Ariadne Wealth Management
California
– -$241K -876 Closed
RPGK
3032
Retirement Planning Group (Kansas)
Kansas
– -$234K -871 Closed
SNBOSD
3033
Security National Bank of So Dak
Iowa
– -$232K -866 Closed
1WM
3034
1858 Wealth Management
Ohio
– -$231K -862 Closed
LJAC
3035
L.J. Altfest & Co
New York
– -$231K -860 Closed
PAG
3036
Poinciana Advisors Group
Florida
– -$230K -858 Closed
LWMM
3037
Legacy Wealth Management (Mississippi)
Mississippi
– -$228K -850 Closed
CC
3038
Corton Capital
Ontario, Canada
– -$227K -845 Closed
TWPM
3039
Total Wealth Planning & Management
Florida
– -$225K -839 Closed
JTWM
3040
Jackson Thornton Wealth Management
Alabama
– -$206K -832 Closed
SFC
3041
Strategic Financial Concepts
Texas
– -$222K -827 Closed
TWA
3042
TCI Wealth Advisors
Arizona
– -$220K -819 Closed
HAIM
3043
Hunter Associates Investment Management
Pennsylvania
– -$220K -817 Closed
AAM
3044
Austin Asset Management
Texas
– -$219K -815 Closed
RA
3045
Riversedge Advisors
Delaware
– -$218K -814 Closed
WWC
3046
Waypoint Wealth Counsel
Georgia
– -$218K -813 Closed
LAS
3047
LWM Advisory Services
Florida
– -$218K -809 Closed
GEM
3048
Global Endowment Management
North Carolina
– -$217K -808 Closed
KW
3049
Keyvantage Wealth
Pennsylvania
– -$216K -806 Closed
CFP
3050
Cascade Financial Partners
California
– -$216K -805 Closed
120 121
122
123 124