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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 %
CWP
1201
Concord Wealth Partners
Virginia
$2.58M +$555K +2,036 +27%
PTC
1202
Private Trust Company
Ohio
$2.58M +$27.5K +101 +1%
CCWM
1203
Correct Capital Wealth Management
Missouri
$2.57M +$1.65M +6,042 +178%
CTC
1204
Cetera Trust Company
Minnesota
$2.57M -$6.82K -25 -0.3%
BWG
1205
Boomfish Wealth Group
Georgia
$2.56M +$160K +588 +7%
NW
1206
Naviter Wealth
Arkansas
$2.56M +$35K +128 +1%
COI
1207
Connable Office Inc
Michigan
$2.55M +$8.45K +31 +0.3%
AI
1208
Aperture Investors
New York
$2.55M – – –
BAM
1209
Belpointe Asset Management
Nevada
$2.52M +$415K +1,521 +20%
WF
1210
Welch & Forbes
Massachusetts
$2.52M -$74.4K -273 -3%
BCM
1211
Boltwood Capital Management
California
$2.52M -$3.82K -14 -0.2%
CI
1212
Cigna Investments
Connecticut
$2.51M -$33.8K -124 -1%
P
1213
Pitcairn
Pennsylvania
$2.51M -$543K -1,991 -18%
DS
1214
DRW Securities
Illinois
$2.5M +$2.5M +9,189 New
FFM
1215
Forum Financial Management
Illinois
$2.5M -$359K -1,317 -13%
HG
1216
Herbst Group
Connecticut
$2.49M +$85.9K +315 +4%
AIP
1217
Ameritas Investment Partners
Nebraska
$2.49M -$31.1K -114 -1%
VCM
1218
Verde Capital Management
Michigan
$2.47M +$167K +614 +7%
CHAM
1219
Clear Harbor Asset Management
Connecticut
$2.47M +$70.9K +260 +3%
FGC
1220
Financial Gravity Companies
Texas
$2.46M +$2.46M +9,015 New
RP
1221
Rice Partnership
Hawaii
$2.46M +$290K +1,064 +13%
TSWM
1222
Triangle Securities Wealth Management
North Carolina
$2.45M +$76.1K +279 +3%
SW
1223
SVB Wealth
Massachusetts
$2.44M -$2.21M -8,107 -47%
CPC
1224
Congress Park Capital
New York
$2.44M +$227K +834 +10%
PA
1225
Procyon Advisors
Connecticut
$2.43M -$7.04M -25,811 -74%
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