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 %
KWA
1151
Kingswood Wealth Advisors
California
$2.81M +$645K +2,366 +30%
BHA
1152
Beech Hill Advisors
New York
$2.79M -$1.1M -4,043 -28%
DAS
1153
Diversify Advisory Services
Utah
$2.79M +$706K +3,047 +34%
UBG
1154
United Bank (Georgia)
Georgia
$2.78M +$136K +500 +5%
IFWM
1155
Institute for Wealth Management
Colorado
$2.78M -$38.7K -142 -1%
GIS
1156
Graphene Investments SAS
France
$2.75M – – –
AFC
1157
AFT Forsyth & Company
Florida
$2.75M +$32.7K +120 +1%
MGIA
1158
Moneta Group Investment Advisors
Missouri
$2.74M +$274K +1,004 +11%
PPWP
1159
Premier Path Wealth Partners
New Jersey
$2.74M +$172K +629 +7%
TIA
1160
Tiemann Investment Advisors
California
$2.73M +$54.5K +200 +2%
SWM
1161
Sculati Wealth Management
Michigan
$2.73M -$30K -110 -1%
CPC
1162
CFC Planning Company
Indiana
$2.73M +$160K +587 +6%
HIM
1163
Hillsdale Investment Management
Ontario, Canada
$2.73M +$1.35M +4,940 +97%
BRG
1164
Bay Rivers Group
Virginia
$2.73M -$2.45K -9 -0.1%
CHCM
1165
Columbus Hill Capital Management
New Jersey
$2.73M – – –
SAG
1166
SageView Advisory Group
California
$2.72M +$160K +591 +6%
BTI
1167
Blue Trust Inc
Georgia
$2.71M -$4.36K -16 -0.2%
ZF
1168
Zhang Financial
Michigan
$2.71M +$142K +521 +6%
CBA
1169
Coastal Bridge Advisors
Connecticut
$2.71M +$2.71M +9,931 New
MG
1170
Mather Group
Illinois
$2.7M -$88.1K -323 -3%
BCM
1171
Beck Capital Management
Texas
$2.7M +$1.05M +3,866 +64%
EWM
1172
Empirical Wealth Management
Washington
$2.7M +$316K +1,160 +13%
TPW
1173
Transatlantique Private Wealth
New York
$2.7M -$496K -1,818 -16%
PWCM
1174
Processus Wealth & Capital Management
Tennessee
$2.7M +$154K +565 +6%
SLI
1175
Sumitomo Life Insurance
Japan
$2.69M -$167K -614 -6%
45 46
47
48 49