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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 %
GWAG
2101
Garrett Wealth Advisory Group
Texas
$474K +$474K +1,738 New
RTC
2102
Real Talk Capital
Tennessee
$474K -$3.82K -14 -0.8%
JF
2103
JSF Financial
California
$473K +$43.1K +158 +10%
TAM
2104
Titleist Asset Management
Texas
$473K +$243K +891 +106%
PI
2105
Pettee Investors
Connecticut
$473K +$148K +544 +46%
LWM
2106
LJI Wealth Management
Indiana
$472K +$818 +3 +0.2%
HP
2107
Holistic Planning
Texas
$472K +$203K +746 +76%
ACM
2108
Arcataur Capital Management
Wisconsin
$471K +$3.27K +12 +0.7%
NFA
2109
Northern Financial Advisors
Michigan
$471K -$28.9K -106 -6%
EP
2110
EPIQ Partners
Minnesota
$470K -$30.3K -111 -6%
BHPW
2111
Beverly Hills Private Wealth
California
$468K +$10.6K +39 +2%
WPC
2112
Waters Parkerson & Co
Louisiana
$468K -$16.6K -61 -3%
EWA
2113
Encompass Wealth Advisors
Oregon
$468K +$1.09K +4 +0.2%
STA
2114
Smith Thornton Advisors
Alabama
$467K +$43.4K +159 +10%
GF
2115
Gries Financial
Ohio
$467K +$21K +77 +5%
AF
2116
Apollon Financial
South Carolina
$466K -$156K -571 -25%
ACM
2117
Andina Capital Management
Utah
$466K +$36.8K +135 +9%
CCA
2118
Corps Capital Advisors
Texas
$466K +$10.6K +39 +2%
JCM
2119
Jag Capital Management
Missouri
$465K -$7.58M -27,792 -94%
TC
2120
TFR Capital
Texas
$461K +$53.4K +196 +13%
SFO
2121
Stokes Family Office
Louisiana
$461K +$273 +1 +0.1%
BPFA
2122
Barnes Pettey Financial Advisors
Mississippi
$461K – – –
VFG
2123
V2 Financial group
Illinois
$461K +$16.6K +61 +4%
RIG
2124
RiverFront Investment Group
Virginia
$460K +$212K +777 +85%
HWA
2125
HCR Wealth Advisors
California
$458K -$2.73K -10 -0.6%
83 84
85
86 87