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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 %
SI
501
Sava Infond
Slovenia
$18.4M +$3.12M +11,455 +20%
NIG
502
NFJ Investment Group
Texas
$18.3M +$3.4M +12,475 +23%
BFIM
503
Beese Fulmer Investment Management
Ohio
$18.2M +$705K +2,587 +4%
JLBC
504
J.L. Bainbridge & Co
Florida
$18.1M +$160K +588 +0.9%
MSU
505
Mizuho Securities USA
New York
$18.1M -$2.81M -10,320 -13%
HIP
506
HUB Investment Partners
Texas
$18.1M +$164K +601 +0.9%
GWM
507
GDS Wealth Management
Texas
$18M +$823K +3,017 +5%
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$17.9M +$234K +858 +1%
NB
509
Norinchukin Bank
Japan
$17.8M +$1.27M +4,666 +8%
CA
510
Cornerstone Advisors
North Carolina
$17.8M +$6.16M +22,600 +53%
CIA
511
CCM Investment Advisers
South Carolina
$17.8M +$90.8K +333 +0.5%
YC
512
Yarbrough Capital
Tennessee
$17.7M -$2.06M -7,539 -10%
BT
513
Banque Transatlantique
France
$17.7M +$1.29M +4,722 +8%
AIP
514
ARS Investment Partners
New York
$17.7M -$193K -709 -1%
LWM
515
Lyell Wealth Management
California
$17.7M -$352K -1,290 -2%
NC
516
NZS Capital
Colorado
$17.5M +$5.42M +19,861 +45%
DA
517
Dash Acquisitions
California
$17.5M +$351K +1,313 +2%
NPT
518
Nixon Peabody Trust
Massachusetts
$17.4M -$101K -370 -0.6%
OPCM
519
Osborne Partners Capital Management
California
$17.4M +$332K +1,217 +2%
VIM
520
Vinva Investment Management
Australia
$17.3M +$6.14M +22,445 +55%
MGP
521
M&G plc
United Kingdom
$17.3M +$14.5M +52,968 +518%
AF
522
Avanza Fonder
Sweden
$17.2M +$1.87M +6,862 +12%
CP
523
CenterBook Partners
Connecticut
$17.2M +$17.2M +62,965 New
CI
524
Capital International
California
$17.2M +$753K +2,763 +5%
Verition Fund Management
525
Verition Fund Management
Connecticut
$17.1M +$3.84M +14,084 +29%
19 20
21
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