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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 %
IWC
776
Integrated Wealth Concepts
Massachusetts
$7.06M +$802K +2,941 +13%
AC
777
Asio Capital
Kentucky
$7.04M +$215K +789 +3%
KC
778
Kadensa Capital
Hong Kong
$7.03M -$18.9M -69,335 -73%
DC
779
Davenport & Co
Virginia
$6.96M +$1.84M +6,740 +36%
KCM
780
Kornitzer Capital Management
Kansas
$6.95M +$1.1M +4,045 +19%
QIM
781
Quest Investment Management
Oregon
$6.93M -$5.79M -21,228 -45%
WI
782
Wahed Invest
New York
$6.92M +$384K +1,408 +6%
EFM
783
E Fund Management
China
$6.91M -$1.27M -4,641 -15%
VCM
784
Vision Capital Management
Oregon
$6.9M +$297K +1,090 +5%
SFI
785
Siemens Fonds Invest
Germany
$6.89M +$545K +1,997 +9%
KRSITF
786
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.86M -$475K -1,743 -6%
DWM
787
Diversify Wealth Management
Utah
$6.84M +$705K +3,045 +11%
QFA
788
Quattro Financial Advisors
Texas
$6.82M -$2.73M -10,000 -29%
SAM
789
SP Asset Management
California
$6.78M +$11.7K +43 +0.2%
CCM
790
Cohen Capital Management
California
$6.78M – – –
SB
791
Strategic Blueprint
Georgia
$6.77M +$273K +1,000 +4%
EPIM
792
Evelyn Partners Investment Management
$6.76M -$102K -352 -1%
RDWM
793
Red Door Wealth Management
Tennessee
$6.74M +$660K +2,421 +11%
TPCW
794
TD Private Client Wealth
New York
$6.73M -$2.05M -7,501 -23%
ST
795
Spinnaker Trust
Maine
$6.72M +$45.8K +168 +0.7%
JIC
796
Johnson Investment Counsel
Ohio
$6.69M +$122K +446 +2%
BL
797
BCWM LLC
Kansas
$6.69M -$679K -2,490 -9%
JWCA
798
J.W. Cole Advisors
Florida
$6.69M +$3.41M +12,515 +104%
PWS
799
Peloton Wealth Strategists
Indiana
$6.69M +$288K +1,055 +4%
VSQM
800
V-Square Quantitative Management
Illinois
$6.66M +$69.3K +254 +1%
30 31
32
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