CRM icon

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 %
CP
451
Cumberland Partners
Ontario, Canada
$23.5M +$20.1M +73,553 +584%
PAI
452
Pittenger & Anderson Inc
Nebraska
$23.4M -$128K -468 -0.5%
CFG
453
Citizens Financial Group
Rhode Island
$23.4M +$376K +1,380 +2%
HPG
454
Harvest Portfolios Group
Ontario, Canada
$23.3M +$4.56M +16,715 +24%
MFAM
455
Motley Fool Asset Management
Virginia
$22.9M +$422K +1,548 +2%
DIA
456
Davidson Investment Advisors
Montana
$22.8M -$407K -1,493 -2%
GAM
457
Generali Asset Management
Italy
$22.7M -$2.56M -9,372 -10%
OPERF
458
Oregon Public Employees Retirement Fund
Oregon
$22.6M +$212K +778 +0.9%
PCM
459
Penserra Capital Management
California
$22.6M +$19.8M +72,745 +726%
SIA
460
Sit Investment Associates
Minnesota
$22.5M -$1.04M -3,799 -4%
AI
461
Atria Investments
North Carolina
$22.5M -$4.06M -14,876 -15%
FCH
462
Freestone Capital Holdings
Washington
$22.4M +$1.33M +4,863 +6%
FLPIM
463
F.L. Putnam Investment Management
Massachusetts
$22.3M -$3.78M -13,863 -14%
SI
464
Sora Investors
Pennsylvania
$22.1M -$1.17M -4,283 -5%
FFB
465
First Financial Bankshares
Texas
$21.8M +$749K +2,747 +4%
FSA
466
Franklin Street Advisors
North Carolina
$21.7M -$1.01M -3,698 -4%
TF
467
Talbot Financial
Washington
$21.5M +$4.82M +17,675 +29%
PAG
468
Private Advisor Group
New Jersey
$21.5M +$230K +845 +1%
MAM
469
Magellan Asset Management
Australia
$21.5M +$1.81M +6,649 +9%
FIA
470
Foundations Investment Advisors
Arizona
$21.5M +$2.15M +7,888 +11%
NIM
471
NEOS Investment Management
Connecticut
$21.2M +$4.38M +16,051 +26%
AHB
472
Abner Herrman & Brock
New Jersey
$21.2M -$100K -367 -0.5%
UB
473
UMB Bank
Missouri
$21.2M -$4.77M -17,484 -18%
IMRF
474
Illinois Municipal Retirement Fund
Illinois
$21.1M +$7.16M +26,239 +51%
CA
475
Clearstead Advisors
Ohio
$21.1M +$1.2M +4,402 +6%
17 18
19
20 21