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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 %
WPW
1801
Watershed Private Wealth
Illinois
$832K -$3.55K -13 -0.4%
WAOI
1802
Wealth Advisors of Iowa
Iowa
$829K – – –
RMDI
1803
R.M. Davis Inc
Maine
$828K -$3.82K -14 -0.5%
AWA
1804
AGH Wealth Advisors
Kansas
$828K -$7.36K -27 -0.9%
PCM
1805
Pointe Capital Management
Michigan
$825K +$17.2K +63 +2%
KFA
1806
Krane Funds Advisors
New York
$825K +$43.9K +161 +6%
CWM
1807
Concentrum Wealth Management
California
$824K -$545 -2 -0.1%
JIC
1808
Joel Isaacson & Co
New York
$821K +$33.5K +123 +4%
IEFM
1809
IQ EQ Fund Management
Ireland
$820K +$300K +1,100 +58%
WSA
1810
Warm Springs Advisors
California
$819K -$20.2K -74 -2%
TC
1811
TradeLink Capital
Illinois
$818K +$818K +3,000 New
CWS
1812
Cypress Wealth Services
California
$810K +$810K +2,969 New
DLHL
1813
Donald L. Hagan LLC
Florida
$809K +$809K +2,968 New
MPWS
1814
McCarter Private Wealth Services
Massachusetts
$809K +$46.4K +170 +6%
ACP
1815
Argyle Capital Partners
California
$808K -$59.2K -217 -7%
SCP
1816
Sivia Capital Partners
California
$807K +$28.9K +106 +4%
PCP
1817
Proficio Capital Partners
Massachusetts
$806K +$55.1K +202 +7%
HNB
1818
Hilltop National Bank
Wyoming
$806K +$806K +2,954 New
MSWM
1819
McGlone Suttner Wealth Management
Wisconsin
$804K -$28.1K -103 -3%
AFT
1820
Alpha Family Trust
California
$800K – – –
BCM
1821
Bienville Capital Management
New York
$799K – – –
PHIC
1822
Pine Haven Investment Counsel
Massachusetts
$798K +$24.3K +89 +3%
BWM
1823
Baron Wealth Management
Michigan
$794K -$229K -841 -22%
KC
1824
Knuff & Co
California
$794K -$6.82K -25 -0.9%
PFBT
1825
Parkside Financial Bank & Trust
Missouri
$792K +$35.7K +131 +5%
71 72
73
74 75