CRM icon

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 %
KW
2176
KWB Wealth
California
$419K – – –
BFA
2177
Brown Financial Advisors
Ohio
$419K -$3.27K -12 -0.8%
PWMG
2178
Pioneer Wealth Management Group
Texas
$419K – – –
BSHC
2179
Breed's Hill Capital
Massachusetts
$418K -$54.8K -201 -12%
MPCA
2180
Madison Park Capital Advisors
Washington
$417K – – –
SPAS
2181
Spectrum Planning & Advisory Services
California
$417K +$417K +1,530 New
HNW
2182
High Note Wealth
Minnesota
$416K -$333K -1,222 -44%
RFO
2183
RiverGlades Family Offices
Florida
$416K – – –
SFG
2184
SevenBridge Financial Group
Pennsylvania
$414K -$32K -138 -7%
RI
2185
Ridgewood Investments
New Jersey
$413K +$70.6K +259 +21%
4A
2186
4Wealth Advisors
Illinois
$411K -$2.18K -8 -0.5%
AAP
2187
Aristotle Atlantic Partners
Florida
$409K – – –
HA
2188
Harbor Advisors
Florida
$409K – – –
HFS
2189
Howard Financial Services
Texas
$409K -$11.5K -42 -3%
RLH
2190
RD Lewis Holdings
Florida
$407K – – –
CCFM
2191
Clear Creek Financial Management
Washington
$407K +$63.3K +232 +18%
DIM
2192
DC Investments Management
Virginia
$407K – – –
DIM
2193
DLK Investment Management
California
$405K +$107K +393 +36%
BMC
2194
Beaton Management Company
Massachusetts
$405K +$27.3K +100 +7%
ACA
2195
American Capital Advisory
Idaho
$405K +$300K +1,100 +286%
KFGK
2196
Keystone Financial Group (Kentucky)
Kentucky
$405K -$3.82K -14 -0.9%
HCM
2197
Hengehold Capital Management
Ohio
$404K -$187K -684 -32%
OWM
2198
Opes Wealth Management
California
$404K -$4.09K -15 -1%
CCA
2199
Cobblestone Capital Advisors
New York
$401K -$19.9K -73 -5%
ML
2200
McAdam LLC
Pennsylvania
$400K +$196K +718 +96%
86 87
88
89 90