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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, 1,371 increasing their positions, 1,029 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
38.93%
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
1,371
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 %
BAMF
301
BI Asset Management Fondsmaeglerselskab
Denmark
$51.2M +$29.2M +107,104 +133%
AssetMark Inc
302
AssetMark Inc
California
$50.8M -$424K -1,555 -0.8%
Lord, Abbett & Co
303
Lord, Abbett & Co
New Jersey
$50.7M -$37.6M -138,066 -43%
VA
304
Vident Advisory
Georgia
$50.3M +$4.47M +16,383 +10%
QC
305
Quadrature Capital
United Kingdom
$50.1M +$50.1M +183,815 New
MT
306
Midwest Trust
Kansas
$49.9M +$49.9M +182,838 New
NW
307
NewEdge Wealth
Pennsylvania
$49.6M -$939K -3,898 -2%
QCM
308
QRG Capital Management
Illinois
$49.5M -$1.24M -4,546 -2%
AAM
309
AMI Asset Management
California
$49.5M -$2.82M -10,356 -5%
HIMC
310
Heritage Investors Management Corp
Maryland
$49.5M +$1.16M +4,255 +2%
CSS
311
Cubist Systematic Strategies
Connecticut
$49.5M +$29.6M +108,382 +148%
HL
312
Harding Loevner
New Jersey
$49M -$153M -559,721 -76%
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$48.3M -$492K -1,808 -1%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$47.9M -$156M -571,132 -76%
AAF
315
Andra AP-fonden
Sweden
$47.5M +$12.2M +44,600 +34%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$47.1M +$1.58M +5,812 +3%
FCIM
317
Fairview Capital Investment Management
California
$46.8M +$1.18M +4,342 +3%
CRC
318
Curi RMB Capital
Illinois
$46.7M +$3.2M +11,736 +7%
AWM
319
AE Wealth Management
Kansas
$46.7M +$7.15M +26,221 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
320
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.2M +$26M +95,365 +129%
WRBC
321
W.R. Berkley Corp
Connecticut
$46.1M +$46.1M +169,100 New
VRS
322
Virginia Retirement Systems
Virginia
$46.1M -$1.23M -4,500 -3%
EOJOAM
323
E. Ohman J:or Asset Management
Sweden
$45.6M -$507K -1,859 -1%
UBP
324
Union Bancaire Privee
Switzerland
$45.2M -$31.3M -121,382 -41%
KWM
325
Kingsview Wealth Management
Oregon
$45.1M +$3.55M +13,022 +9%
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