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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 %
GA
2301
GFS Advisors
Texas
$339K +$20.4K +75 +6%
RA
2302
Ransom Advisory
Rhode Island
$339K -$34.1K -125 -9%
WA
2303
Wealth Architects
California
$339K +$8.18K +30 +2%
RFA
2304
Resurgent Financial Advisors
Georgia
$336K -$1.64K -6 -0.5%
FMN
2305
Financial Management Network
California
$336K +$336K +1,234 New
FHC
2306
First Heartland Consultants
Missouri
$336K -$4.36K -16 -1%
FA
2307
Fermata Advisors
California
$335K -$264K -969 -44%
PFG
2308
Prosperity Financial Group
California
$335K +$12.5K +46 +4%
LI
2309
LifeWealth Investments
Florida
$335K +$58.4K +214 +21%
DWS
2310
Dynamic Wealth Strategies
California
$334K -$6.82K -25 -2%
CIP
2311
Convergence Investment Partners
Florida
$334K -$18.8K -69 -5%
RCP
2312
Rothschild Capital Partners
New York
$333K – – –
WP
2313
Westmount Partners
California
$332K -$27.5K -101 -8%
FWI
2314
Facet Wealth Inc
Maryland
$331K -$26.4K -102 -7%
JWM
2315
JGP Wealth Management
Oregon
$331K -$20.5K -75 -6%
PAG
2316
Powers Advisory Group
Illinois
$331K -$13.9K -51 -4%
WDC
2317
Woodward Diversified Capital
California
$330K +$99.5K +365 +43%
LW
2318
Libra Wealth
California
$329K -$4.09K -15 -1%
CA
2319
Calton & Associates
Florida
$329K +$10.6K +39 +3%
FNBSF
2320
First National Bank Sioux Falls
South Dakota
$329K +$1.91K +7 +0.6%
PWAM
2321
Pinnacle West Asset Management
Wyoming
$329K +$15K +55 +5%
LI
2322
LRI Investments
Florida
$329K -$5.09K -378 -2%
HWM
2323
Hohimer Wealth Management
Washington
$328K +$17.2K +63 +6%
DBRC
2324
D.B. Root & Company
Pennsylvania
$328K +$328K +1,201 New
BHC
2325
Bowen Hanes & Co
Florida
$327K -$1.45M -5,325 -82%
91 92
93
94 95