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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 %
GLA
651
Great Lakes Advisors
Illinois
$11.3M -$113K -413 -1%
PCA
652
Pallas Capital Advisors
Massachusetts
$11.2M +$511K +1,874 +5%
BFG
653
Bleakley Financial Group
New Jersey
$11.2M +$97.6K +358 +0.9%
LFRG
654
Lazard Frères Gestion
France
$11.2M -$983K -3,605 -8%
FC
655
FORA Capital
Florida
$11.1M +$5.05M +18,537 +83%
ACIM
656
Azimuth Capital Investment Management
Michigan
$11.1M -$218K -799 -2%
LOAME
657
Lombard Odier Asset Management (Europe)
United Kingdom
$11.1M +$11.1M +40,603 New
SIM
658
Seaview Investment Managers
Florida
$11M +$1.71M +6,276 +18%
CCM
659
Channing Capital Management
Illinois
$11M +$1.18M +4,318 +12%
Renaissance Technologies
660
Renaissance Technologies
New York
$10.9M -$152M -555,638 -93%
NRG
661
Nemes Rush Group
Michigan
$10.9M +$781K +2,863 +8%
AG
662
AIA Group
Hong Kong
$10.8M +$1.82M +6,668 +20%
SIMG
663
Sonora Investment Management Group
Arizona
$10.7M +$2.36M +8,660 +28%
MC
664
Moors & Cabot
Massachusetts
$10.7M +$123K +450 +1%
WT
665
Whittier Trust
California
$10.7M -$22.4M -82,228 -68%
ECM
666
Exchange Capital Management
Michigan
$10.7M -$217K -797 -2%
CIA
667
Concurrent Investment Advisors
Florida
$10.6M +$1.04M +6,344 +11%
MGWM
668
Marks Group Wealth Management
Minnesota
$10.5M +$116K +426 +1%
SF
669
Synovus Financial
Georgia
$10.5M -$131K -481 -1%
MCM
670
MAI Capital Management
Ohio
$10.4M -$3.08M -11,285 -23%
AMI
671
Amica Mutual Insurance
Rhode Island
$10.4M – – –
BWFA
672
Baltimore-Washington Financial Advisors
Maryland
$10.4M +$1.57M +5,750 +18%
WSFS
673
Wilmington Savings Fund Society
Delaware
$10.4M -$627K -2,299 -6%
IC
674
Iconiq Capital
California
$10.3M -$181K -665 -2%
M
675
MOTCO
Texas
$10.2M +$507K +1,962 +5%
25 26
27
28 29