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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 %
RG
401
Renaissance Group
Kentucky
$31.5M +$1.26M +4,638 +4%
SAM
402
Silvercrest Asset Management
New York
$31.5M +$27.7M +510,050 +744%
TIAA Trust, National Association
403
TIAA Trust, National Association
North Carolina
$31.3M +$2.01M +7,363 +7%
PNC
404
Park National Corp
Ohio
$31.2M +$2.97M +10,901 +11%
HCMG
405
Howard Capital Management Group
California
$31.2M +$15K +55 +0%
MOACM
406
Mutual of America Capital Management
New York
$31M -$343K -1,257 -1%
BCM
407
Benchstone Capital Management
New York
$30.5M -$7.52M -27,587 -20%
WB
408
WesBanco Bank
West Virginia
$30.3M +$1.93M +7,091 +7%
UCFA
409
United Capital Financial Advisors
Texas
$30M -$359K -1,318 -1%
EWA
410
EP Wealth Advisors
California
$29.7M +$278K +1,021 +0.9%
CCM
411
Chilton Capital Management
Texas
$29.4M +$121K +442 +0.4%
SOADOR
412
State of Alaska Department of Revenue
Alaska
$29.4M -$1.2M -4,415 -4%
KAS
413
Kestra Advisory Services
Texas
$29.4M +$332K +1,218 +1%
NP
414
NS Partners
United Kingdom
$29.2M -$2.6M -9,549 -8%
RCM
415
Rokos Capital Management
United Kingdom
$29.1M +$29.1M +106,769 New
Pathstone Holdings
416
Pathstone Holdings
New Jersey
$29M -$21.3M -78,168 -42%
SI
417
Stephens Inc
Arkansas
$28.8M +$1.1M +4,037 +4%
TMAM
418
Tokio Marine Asset Management
Japan
$28.4M +$472K +1,730 +2%
DCP
419
Distillate Capital Partners
Illinois
$28.3M +$28.3M +103,740 New
EI
420
Ethic Inc
New York
$28.1M -$501K -1,831 -2%
ACM
421
Alua Capital Management
New York
$28.1M – – –
Capital Fund Management (CFM)
422
Capital Fund Management (CFM)
France
$28M -$24M -88,050 -46%
TNB
423
Thomasville National Bank
Georgia
$27.9M -$15K -55 -0.1%
NAM
424
NorthCrest Asset Manangement
Minnesota
$27.8M +$17.4K +64 +0.1%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$2.55M +9,338 +10%
15 16
17
18 19