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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 %
GC
376
Guggenheim Capital
Illinois
$35.1M +$1.6M +5,852 +5%
TH
377
TCTC Holdings
Texas
$34.9M +$6.65M +24,369 +24%
PTC
378
Petrus Trust Company
Texas
$34.9M -$14.2M -51,946 -29%
WAM
379
Weiss Asset Management
Massachusetts
$34.8M +$34.8M +127,733 New
Lido Advisors
380
Lido Advisors
California
$34.8M +$2.2M +8,062 +7%
RCP
381
RIT Capital Partners
United Kingdom
$34.7M -$1.57M -5,750 -4%
HCM
382
Hollencrest Capital Management
California
$34.7M -$42K -154 -0.1%
AAM
383
Aureus Asset Management
Massachusetts
$34.6M -$595K -2,181 -2%
GT
384
Glenview Trust
Kentucky
$34.6M +$9.56M +35,069 +38%
SCTC
385
Sanibel Captiva Trust Company
Florida
$34.4M -$245K -898 -0.7%
MAM
386
Martingale Asset Management
Massachusetts
$34.3M +$14.9M +54,525 +76%
RMCM
387
Reynders McVeigh Capital Management
Massachusetts
$33.6M +$5.23M +19,172 +18%
Connor, Clark & Lunn Investment Management (CC&L)
388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.4M +$33.4M +122,615 New
CIS
389
Capital International Sarl
California
$33.4M +$3.7M +13,566 +12%
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$32.9M -$49.9M -182,853 -60%
VPIM
391
Vanguard Personalized Indexing Management
California
$32.7M +$4.69M +17,204 +17%
BPWM
392
Badgley Phelps Wealth Managers
Washington
$32.7M -$377K -1,379 -1%
AS
393
Aware Super
Australia
$32.5M – – –
NAM
394
Nissay Asset Management
Japan
$32.3M +$540K +1,982 +2%
GA
395
GuoLine Advisory
Singapore
$32.1M – – –
MC
396
MIG Capital
California
$31.8M +$2.26M +8,287 +8%
YCM
397
Yousif Capital Management
Michigan
$31.7M -$87.3K -320 -0.3%
BCAM
398
Boston Common Asset Management
Massachusetts
$31.7M +$9.79M +35,918 +45%
A
399
Atomvest
Hong Kong
$31.6M +$7.8M +28,600 +33%
Walleye Capital
400
Walleye Capital
New York
$31.6M +$18.5M +67,673 +141%
14 15
16
17 18