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Salesforce
CRM

Overview Fund Activity

2,904 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, 1,370 increasing their positions, 1,030 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,904
Holders Change
-6
Holders Change %
-0.21%
% of All Funds
38.94%
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
1,370
Reduced
1,030
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 %
LF
226
Lansforsakringar Fondforvaltning
Sweden
$83.8M -$7.22M -26,470 -8%
IIM
227
INTECH Investment Management
Florida
$83.7M +$456K +1,673 +0.5%
DK
228
DJE Kapital
Germany
$81.6M +$45M +164,864 +123%
CAG
229
Crestwood Advisors Group
Massachusetts
$81.3M -$395K -1,449 -0.5%
TG
230
TCW Group
California
$80.5M -$1.77M -6,500 -2%
N
231
Natixis
France
$78.4M -$10.2M -37,238 -11%
CB
232
Commerce Bank
Missouri
$78.2M +$3.41M +12,503 +5%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$78M -$478K -1,752 -0.6%
FRAF
234
Första AP-fonden
Sweden
$77.9M +$5.59M +20,500 +8%
ASRS
235
Arizona State Retirement System
Arizona
$76.6M +$23.7K +87 +0%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$75.8M +$14.4M +52,695 +23%
CGPCS
237
Capital Group Private Client Services
California
$75.1M +$7.96M +29,200 +12%
BGIM
238
Brandywine Global Investment Management
Pennsylvania
$74.9M +$74.9M +274,704 New
SEIA
239
Signature Estate & Investment Advisors
California
$74.8M +$4.46M +16,370 +6%
NC
240
Nicholas Company
Wisconsin
$74M – – –
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$73.6M +$1.76M +6,455 +2%
PI
242
PineBridge Investments
New York
$73.6M +$4.36M +15,993 +6%
Creative Planning
243
Creative Planning
Kansas
$73.3M -$1.31M -4,818 -2%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$73M +$2.93M +10,753 +4%
Osaic Holdings
245
Osaic Holdings
Arizona
$72M -$6.63M -21,028 -8%
SOMRS
246
State of Michigan Retirement System
Michigan
$71.2M +$354K +1,300 +0.5%
CII
247
Capital International Inc
California
$71.1M +$8.08M +29,619 +13%
AAIS
248
ABN AMRO Investment Solutions
$71M +$2.21M +8,089 +3%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$71M +$2.44M +8,950 +4%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$70.9M -$8.67M -31,810 -11%
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