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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 %
Wealthfront Advisers
426
Wealthfront Advisers
California
$27.3M -$1.68M -6,172 -6%
DKCM
427
Davidson Kempner Capital Management
New York
$27.3M – – –
GPTE
428
Generali Powszechne Towarzystwo Emerytalne
Poland
$27.3M +$10.9M +39,882 +66%
OCM
429
Osterweis Capital Management
California
$26.9M -$4.66M -17,107 -15%
GT
430
Greenleaf Trust
Michigan
$26.7M -$175K -640 -0.6%
CTI
431
Community Trust & Investment
Kentucky
$26.6M +$2.51M +9,210 +10%
NA
432
NewEdge Advisors
Louisiana
$26.4M +$768K +2,817 +3%
EMPI
433
Elo Mutual Pension Insurance
Finland
$26.3M -$3.23M -11,847 -11%
NAMA
434
Nikko Asset Management Americas
New York
$25.7M -$2.58M -9,476 -9%
ADEF
435
Adams Diversified Equity Fund
Maryland
$25.6M – – –
SCM
436
Silvant Capital Management
Georgia
$25.4M -$7.11M -26,072 -22%
DGM
437
Delta Global Management
New York
$25.2M +$7.86M +28,823 +45%
DG
438
DigitalBridge Group
Florida
$25.2M +$25.2M +92,371 New
TCM
439
Tran Capital Management
California
$25.1M -$223K -816 -0.9%
DWP
440
Daymark Wealth Partners
Ohio
$24.8M +$5.4M +19,801 +28%
ABC
441
Associated Banc-Corp
Wisconsin
$24.8M +$24.8M +90,803 New
MFIM
442
Mesirow Financial Investment Management
Illinois
$24.7M -$87.5K -321 -0.4%
BFO
443
Boston Family Office
Massachusetts
$24.5M -$33.3K -122 -0.1%
WP
444
Waycross Partners
Kentucky
$24.2M +$887K +3,252 +4%
HTC
445
Haverford Trust Company
Pennsylvania
$24M +$1.05M +3,834 +5%
BCI
446
Brinker Capital Investments
Pennsylvania
$23.9M +$2.68M +9,834 +13%
WIM
447
Weitz Investment Management
Nebraska
$23.9M – – –
CFB
448
Cullen/Frost Bankers
Texas
$23.8M +$158K +580 +0.7%
AAS
449
Avantax Advisory Services
Texas
$23.8M +$924K +3,387 +4%
TAM
450
Tocqueville Asset Management
New York
$23.7M -$28M -102,724 -54%
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