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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 %
RFC
351
Regions Financial Corp
Alabama
$39.5M -$61.9K -227 -0.2%
Brown Advisory
352
Brown Advisory
Maryland
$39.4M +$300K +1,100 +0.8%
NYLIM
353
New York Life Investment Management
New York
$39.2M +$626K +2,295 +2%
LWIC
354
Leith Wheeler Investment Counsel
British Columbia, Canada
$39M +$10.4M +38,147 +36%
VMPIC
355
Varma Mutual Pension Insurance Co
Finland
$38.9M +$1.64M +6,000 +4%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$38.8M -$752K -2,758 -2%
PFSRSONJ
357
Police & Firemen's Retirement System of New Jersey
New Jersey
$38.7M +$1.96M +7,176 +5%
AV
358
ASR Vermogensbeheer
Netherlands
$38.3M +$4.41M +16,166 +13%
NSLI
359
Nan Shan Life Insurance
Taiwan
$38.2M – – –
NCM
360
Nearwater Capital Markets
Ireland
$38.2M +$38.2M +140,000 New
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$37.9M +$1.29M +4,713 +4%
MFWM
362
Motley Fool Wealth Management
Virginia
$37.9M -$5.09M -18,683 -12%
CGH
363
Crossmark Global Holdings
Texas
$37.5M +$4.11M +15,071 +12%
MGI
364
MayTech Global Investments
New York
$37.3M +$1.96M +7,269 +6%
AAS
365
Annex Advisory Services
Wisconsin
$37.1M +$4.32M +15,839 +13%
GIA
366
Gateway Investment Advisers
Ohio
$37M -$16M -58,723 -30%
ZIM
367
Zacks Investment Management
Illinois
$36.7M +$304K +1,114 +0.8%
SEM
368
Suncoast Equity Management
Florida
$36.4M -$139K -511 -0.4%
VCM
369
Valiant Capital Management
California
$36.1M +$2.45M +9,000 +7%
SPIA
370
Steward Partners Investment Advisory
New York
$36.1M +$498K +1,828 +1%
VDI
371
Vaughan David Investments
Illinois
$35.7M +$35.7M +130,912 New
GAM
372
Guinness Asset Management
United Kingdom
$35.6M -$730K -2,677 -2%
TI
373
Tidal Investments
Wisconsin
$35.4M +$2.09M +7,668 +6%
BHCM
374
Brevan Howard Capital Management
Jersey
$35.4M +$18.1M +66,479 +105%
BCM
375
Becker Capital Management
Oregon
$35.3M -$405K -1,483 -1%
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