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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 %
HAM
1976
Harmony Asset Management
Arizona
$586K -$4.09K -15 -0.7%
BFG
1977
Berger Financial Group
Minnesota
$584K -$36K -132 -6%
DOA
1978
D'Orazio & Associates
Virginia
$583K +$14.2K +52 +2%
PWS
1979
Peterson Wealth Services
Utah
$582K +$1.09K +4 +0.2%
FFA
1980
Founders Financial Alliance
North Carolina
$582K +$88.9K +326 +18%
TA
1981
TFB Advisors
Kansas
$582K +$3.82K +14 +0.7%
LTI
1982
Laffer Tengler Investments
Tennessee
$581K +$367K +1,347 +172%
BW
1983
BIP Wealth
Georgia
$580K -$6.55K -24 -1%
FEG
1984
Financial Enhancement Group
Indiana
$578K -$3.61K -14 -0.6%
VIM
1985
Vista Investment Management
Pennsylvania
$576K -$37.9K -139 -6%
FA
1986
Fedenia Advisers
Wisconsin
$575K -$26.5K -97 -4%
RWP
1987
Revolve Wealth Partners
New Jersey
$574K +$43.6K +160 +8%
FWCM
1988
Ferguson Wellman Capital Management
Oregon
$574K -$433K -1,588 -43%
SC
1989
SummitTX Capital
Texas
$573K +$56.2K +206 +11%
CWA
1990
Consilio Wealth Advisors
Washington
$569K +$256K +936 +82%
AA
1991
Apriem Advisors
California
$569K +$289K +1,060 +103%
VCWM
1992
Vista Cima Wealth Management
Arizona
$568K +$14.7K +54 +3%
JWCA
1993
J.W. Coons Advisors
Ohio
$567K +$54.5K +200 +11%
LWM
1994
Liberty Wealth Management
California
$566K +$566K +2,076 New
PA
1995
Persium Advisors
Georgia
$566K +$33K +121 +6%
GAM
1996
Griffin Asset Management
New York
$564K -$245K -897 -30%
SCI
1997
Silver Coast Investments
United States
$564K +$37.9K +139 +7%
KCM
1998
Kathmere Capital Management
Pennsylvania
$562K +$237K +868 +73%
GF
1999
Gabelli Funds
New York
$562K -$6.82K -25 -1%
LWM
2000
Latko Wealth Management
Illinois
$561K +$14.7K +54 +3%
78 79
80
81 82