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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
1501
Capital Wealth Planning
Florida
$1.41M -$350M -1,283,851 -100%
AFAS
1502
Acorn Financial Advisory Services
Virginia
$1.4M -$48K -176 -3%
WRPWM
1503
Werba Rubin Papier Wealth Management
California
$1.4M -$487K -1,786 -26%
CCP
1504
Cunning Capital Partners
North Carolina
$1.4M – – –
BCM
1505
BluePath Capital Management
Georgia
$1.4M +$253K +927 +22%
1M
1506
1248 Management
Missouri
$1.4M +$1.33M +4,888 +2,202%
PP
1507
PDS Planning
Ohio
$1.39M +$2.73K +10 +0.2%
RB
1508
Renasant Bank
Mississippi
$1.39M -$170K -623 -11%
CAM
1509
Carret Asset Management
New York
$1.39M +$586K +2,148 +73%
DWM
1510
Drive Wealth Management
Utah
$1.39M -$73.7K -270 -5%
GIP
1511
Granite Investment Partners
California
$1.39M -$55.9K -205 -4%
FC
1512
Fjell Capital
North Dakota
$1.39M +$18.8K +69 +1%
AL
1513
Aspiriant LLC
California
$1.39M -$96K -352 -6%
OIS
1514
Okabena Investment Services
Minnesota
$1.38M -$281K -1,032 -17%
QWP
1515
Quotient Wealth Partners
Texas
$1.38M -$17.7K -65 -1%
HSA
1516
HBK Sorce Advisory
Pennsylvania
$1.38M -$84.6K -310 -6%
PMG
1517
ProVise Management Group
Florida
$1.37M -$6K -22 -0.4%
Walleye Trading
1518
Walleye Trading
New York
$1.37M -$19M -69,585 -93%
IIC
1519
Ironwood Investment Counsel
Arizona
$1.37M +$440K +1,615 +47%
KJHP
1520
K.J. Harrison & Partners
Ontario, Canada
$1.37M +$1.37M +5,006 New
SA
1521
Sovran Advisors
California
$1.36M +$400K +1,461 +41%
AWA
1522
Alta Wealth Advisors
Massachusetts
$1.36M -$16.9K -62 -1%
GCM
1523
Geneva Capital Management
Wisconsin
$1.36M -$45.5K -167 -3%
IIM
1524
Ironwood Investment Management
Massachusetts
$1.36M -$30.5K -112 -2%
Polen Capital Management
1525
Polen Capital Management
Florida
$1.36M -$891K -3,268 -40%
59 60
61
62 63