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Salesforce
CRM

Overview Fund Activity

2,903 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, 1,369 increasing their positions, 1,030 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,903
Holders Change
-7
Holders Change %
-0.24%
% of All Funds
38.94%
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
1,369
Reduced
1,030
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
$5B
2
Harris Associates
Harris Associates
Illinois
$816M
3
Victory Capital Management
Victory Capital Management
Texas
$657M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$538M
5
Amundi
Amundi
France
$2.09B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.11B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.86B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$188M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.41B
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.68B +$55.1M +202,056 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.59B -$102M -375,523 -6%
Ameriprise
28
Ameriprise
Minnesota
$1.37B +$38.3M +140,367 +3%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$1.18B -$578M -2,121,212 -33%
Fisher Asset Management
30
Fisher Asset Management
Washington
$1.15B -$1.04B -3,824,987 -48%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.11B -$26.8M -98,302 -2%
Wells Fargo
32
Wells Fargo
California
$1.09B +$177M +650,192 +19%
Deutsche Bank
33
Deutsche Bank
Germany
$1.09B -$35.8M -131,449 -3%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$1.07B +$337M +1,234,969 +46%
Barclays
35
Barclays
United Kingdom
$1.06B +$24.7M +90,553 +2%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$1.03B +$94.1M +345,005 +10%
Raymond James Financial
37
Raymond James Financial
Florida
$1.03B +$5.14M +18,832 +0.5%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$904M +$236M +865,948 +35%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$904M +$130M +475,357 +17%
First Eagle Investment Management
40
First Eagle Investment Management
New York
$877M +$231M +845,389 +36%
Swedbank
41
Swedbank
Sweden
$825M +$19.3M +70,815 +2%
Harris Associates
42
Harris Associates
Illinois
$816M +$727M +2,666,903 +819%
AllianceBernstein
43
AllianceBernstein
Tennessee
$815M +$39.8M +145,862 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$806M +$79.3M +290,665 +11%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$803M +$93.3M +342,054 +13%
Swiss National Bank
46
Swiss National Bank
Switzerland
$793M +$57.2M +209,900 +8%
VH
47
ValueAct Holdings
California
$790M – – –
ClearBridge Investments
48
ClearBridge Investments
New York
$788M -$126M -463,024 -14%
American Century Companies
49
American Century Companies
Missouri
$761M -$205M -753,404 -21%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$743M +$47.3M +173,447 +7%
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