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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 %
CC
2151
Cypress Capital
Tennessee
$435K +$120K +439 +38%
LWM
2152
Lionshead Wealth Management
New York
$434K -$6.56K -24 -1%
WWM
2153
Westwood Wealth Management
California
$434K -$426K -1,562 -50%
FMWA
2154
Forvis Mazars Wealth Advisors
Missouri
$433K +$50.4K +185 +13%
CH
2155
Canton Hathaway
Rhode Island
$433K – – –
WG
2156
Welch Group
Alabama
$431K -$13.1K -48 -3%
AAA
2157
American Alpha Advisors
New York
$431K +$18.5K +68 +4%
WAM
2158
Wakefield Asset Management
Colorado
$429K – – –
BC
2159
Belmont Capital
California
$428K -$1.36M -5,000 -76%
SL
2160
Sentinus LLC
Illinois
$428K -$36.8K -135 -8%
RF
2161
Rossby Financial
Florida
$427K +$261K +957 +157%
RIP
2162
Reliant Investment Partners
North Carolina
$427K – – –
SEA
2163
Stegent Equity Advisors
Texas
$426K +$94.1K +345 +28%
PIA
2164
Pinion Investment Advisors
Kansas
$426K +$49.4K +181 +13%
OWMIAS
2165
One Wealth Management Investment & Advisory Services
Florida
$424K -$6.27K -23 -1%
JC
2166
JB Capital
Connecticut
$424K -$545 -2 -0.1%
BWM
2167
BlackDiamond Wealth Management
New York
$423K +$66.3K +244 +19%
DWA
2168
Dougherty Wealth Advisers
Minnesota
$422K – – –
BRIA
2169
Balanced Rock Investment Advisors
Massachusetts
$421K -$34.9K -128 -8%
CPWM
2170
Cypress Point Wealth Management
Texas
$421K – – –
CL
2171
CVFG LLC
Indiana
$421K +$2.73K +10 +0.7%
PMSA
2172
Patrick M. Sweeney & Associates
Illinois
$421K +$47.1K +173 +13%
BCP
2173
Berkeley Capital Partners
Georgia
$420K -$13.9K -51 -3%
SIA
2174
Strategic Investment Advisors
Michigan
$419K -$652K -2,392 -61%
GD
2175
Grandfield & Dodd
New York
$419K +$46.4K +170 +12%
85 86
87
88 89