CRM icon

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
38.93%
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
1,369
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
+$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 %
UFF
3051
USA Financial Formulas
Michigan
– -$214K -799 Closed
PCA
3052
Purkiss Capital Advisors
Connecticut
– -$210K -783 Closed
LWM
3053
Laidlaw Wealth Management
New York
– -$210K -781 Closed
RWI
3054
Red Wave Investments
Pennsylvania
– -$209K -780 Closed
MHWM
3055
Montz Harcus Wealth Management
Louisiana
– -$209K -777 Closed
CCG
3056
Catalina Capital Group
California
– -$205K -763 Closed
WA
3057
Wealthstar Advisors
Texas
– -$203K -757 Closed
CPC
3058
Consolidated Planning Corp
Georgia
– -$203K -755 Closed
CWM
3059
Challenger Wealth Management
California
– -$202K -752 Closed
TWM
3060
Tanager Wealth Management
United Kingdom
– -$201K -749 Closed
MAG
3061
MRA Advisory Group
New Jersey
– -$200K -747 Closed
CWM
3062
Cherrydale Wealth Management
New Jersey
– -$200K -747 Closed
AIM
3063
Acropolis Investment Management
Missouri
– -$133K -497 Closed
GFPC
3064
Global Financial Private Client
Florida
– -$118K -438 Closed
SFG
3065
Stonebridge Financial Group
Pennsylvania
– -$104K -387 Closed
SCB
3066
Saudi Central Bank
Saudi Arabia
– -$101K -377 Closed
CWC
3067
Carolinas Wealth Consulting
North Carolina
– -$81.2K -302 Closed
SIM
3068
Studio Investment Management
Illinois
– -$66.3K -247 Closed
FWA
3069
FSC Wealth Advisors
New York
– -$48K -179 Closed
AF
3070
Abound Financial
California
– -$30.6K -114 Closed
RWM
3071
Ruedi Wealth Management
Illinois
– -$30.3K -113 Closed
ZRP
3072
Zynergy Retirement Planning
New Jersey
– -$36.8K -110 Closed
LAMC
3073
Longview Asset Management (California)
California
– -$28.2K -105 Closed
NI
3074
NCP Inc
California
– -$24.4K -91 Closed
WAG
3075
Wiser Advisor Group
Arizona
– -$20.8K -77 Closed
120 121 122
123
124