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 %
Fayez Sarofim & Co
1851
Fayez Sarofim & Co
Texas
$738K -$42K -154 -5%
CCA
1852
Childress Capital Advisors
Texas
$737K +$59.5K +218 +9%
MWA
1853
Midland Wealth Advisors
Illinois
$737K -$73.6K -270 -9%
CAWM
1854
Capital Advisors Wealth Management
Washington
$736K -$482K -1,768 -40%
PWM
1855
Prentice Wealth Management
New York
$736K +$14.5K +53 +2%
CWG
1856
Crown Wealth Group
North Carolina
$734K -$1.91K -7 -0.3%
AO
1857
Advisor OS
Illinois
$733K +$7.36K +27 +1%
CWG
1858
Cornerstone Wealth Group
North Carolina
$733K +$34.1K +125 +5%
RZH
1859
Relyea Zuckerberg Hanson
Connecticut
$731K +$97.1K +356 +15%
SFI
1860
SPC Financial Inc
Maryland
$723K -$18.5K -68 -2%
FWP
1861
FAS Wealth Partners
Kansas
$723K +$818 +3 +0.1%
OWP
1862
ORG Wealth Partners
Texas
$722K -$15.8K -58 -2%
GWM
1863
Gibbs Wealth Management
Georgia
$722K +$722K +2,646 New
AT
1864
Avalon Trust
New Mexico
$719K +$237K +868 +49%
HWMO
1865
Heritage Wealth Management (Ohio)
Ohio
$719K – – –
TSW
1866
Three Seasons Wealth
Utah
$716K – – –
SC
1867
Solstein Capital
California
$713K +$34.9K +128 +5%
EWM
1868
Evermay Wealth Management
Virginia
$712K +$4.37K +16 +0.6%
MFG
1869
Mainsail Financial Group
Washington
$711K +$112K +435 +19%
OL
1870
OneFund LLC
Florida
$710K -$8.73K -32 -1%
CP
1871
Clarendon Private
Massachusetts
$710K +$30.8K +113 +5%
SPA
1872
Sherbrooke Park Advisers
New York
$710K +$424K +1,554 +148%
SC
1873
Saiph Capital
New Jersey
$710K +$145K +531 +26%
MAM
1874
Milestone Asset Management
Pennsylvania
$708K +$176K +644 +33%
FNBT
1875
FineMark National Bank & Trust
Florida
$707K +$137K +503 +24%
73 74
75
76 77