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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 %
MIM
551
Marco Investment Management
Georgia
$15.1M +$655K +2,402 +5%
TCOV
552
Trust Company of Vermont
Vermont
$15.1M +$2.33M +8,539 +18%
CCM
553
Copeland Capital Management
Pennsylvania
$15M -$40.4K -148 -0.3%
RRAM
554
River Road Asset Management
Kentucky
$15M +$6.72M +26,030 +81%
KI
555
Kapitalo Investimentos
Brazil
$15M +$15M +55,000 New
AUB
556
Atlantic Union Bankshares
Virginia
$15M +$7.53M +27,603 +101%
MCM
557
Mill Capital Management
North Carolina
$14.9M +$155K +570 +1%
SCA
558
Stonebridge Capital Advisors
Minnesota
$14.9M +$87.5K +321 +0.6%
SWP
559
Strategic Wealth Partners
Ohio
$14.7M +$14.7M +54,004 New
OBAM
560
ODDO BHF Asset Management
France
$14.6M -$25.1M -92,183 -63%
A
561
Allianz
Germany
$14.6M -$1.2M -4,403 -8%
EF
562
Empowered Funds
Pennsylvania
$14.6M +$5.45M +19,974 +60%
PF
563
Phoenix Financial
Israel
$14.6M +$99K +363 +0.7%
MCM
564
McRae Capital Management
New Jersey
$14.5M +$1.9M +6,975 +15%
ASN
565
Advisory Services Network
Georgia
$14.4M +$350K +1,355 +2%
CCM
566
Compass Capital Management
Minnesota
$14.4M +$14.4M +52,719 New
AF
567
Allworth Financial
California
$14.4M +$7.15M +26,203 +99%
YIH
568
Y-Intercept (HK)
Hong Kong
$14.3M +$7.02M +25,738 +96%
PFS
569
Prospera Financial Services
Texas
$14.2M -$5.87M -21,510 -29%
ECM
570
ExodusPoint Capital Management
New York
$14.2M +$14.2M +52,129 New
GF
571
Goodman Financial
Texas
$14.2M +$14.2M +52,055 New
JRP
572
Jasper Ridge Partners
California
$14.2M – – –
LIP
573
Lighthouse Investment Partners
Florida
$14.1M +$14.1M +51,884 New
FMI
574
Factory Mutual Insurance
Massachusetts
$14.1M – – –
ET
575
Equitable Trust
Tennessee
$14.1M +$3.98M +14,604 +39%
21 22
23
24 25