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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 %
AA
1476
ABC Arbitrage
France
$1.48M -$116K -424 -7%
AA
1477
Argent Advisors
Louisiana
$1.48M +$97.4K +357 +7%
EPIME
1478
Evelyn Partners Investment Management (Europe)
$1.48M -$284K -932 -16%
6F
1479
626 Financial
Michigan
$1.48M +$187K +685 +14%
CWA
1480
Core Wealth Advisors
Florida
$1.47M -$411K -1,508 -22%
CWS
1481
Confluence Wealth Services
Pennsylvania
$1.47M +$5.18K +19 +0.4%
KCM
1482
KRS Capital Management
Michigan
$1.47M -$1.36K -5 -0.1%
AWM
1483
Accurate Wealth Management
Florida
$1.47M +$231K +873 +19%
EW
1484
Elyxium Wealth
California
$1.46M +$64.4K +236 +5%
AWM
1485
Angeles Wealth Management
California
$1.46M +$337K +1,235 +30%
VWA
1486
Visionary Wealth Advisors
Illinois
$1.46M +$310K +1,137 +27%
BLC
1487
Brown, Lisle/Cummings
Rhode Island
$1.44M – – –
B
1488
Birchbrook
Maine
$1.44M +$44.2K +162 +3%
SCA
1489
St. Clair Advisors
Ohio
$1.44M – – –
PPW
1490
Parcion Private Wealth
Washington
$1.44M -$16.6K -61 -1%
Financial Engines Advisors
1491
Financial Engines Advisors
California
$1.44M +$114K +419 +9%
V
1492
ViaWealth
Kansas
$1.44M +$90.8K +333 +7%
EFS
1493
Econ Financial Services
Pennsylvania
$1.43M +$1.43M +5,239 New
AC
1494
Apella Capital
Connecticut
$1.42M -$79.9K -296 -5%
SP
1495
Stonebrook Private
Michigan
$1.42M -$37.4K -137 -3%
TC
1496
TownSquare Capital
Utah
$1.42M -$13.4M -49,075 -90%
CCG
1497
Coastwise Capital Group
California
$1.42M +$16.9K +62 +1%
BA
1498
Bristlecone Advisors
Washington
$1.41M -$1.52M -5,561 -52%
AWMT
1499
AAFMAA Wealth Management & Trust
North Carolina
$1.41M -$571K -2,093 -29%
VWM
1500
VCI Wealth Management
Missouri
$1.41M +$191K +701 +16%
58 59
60
61 62