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Salesforce
CRM

Overview Fund Activity

2,905 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, 1,372 increasing their positions, 1,029 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-5
Holders Change %
-0.17%
% 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
1,372
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 %
M
676
MOTCO
Texas
$10.2M +$507K +1,962 +5%
PA
677
Profund Advisors
Maryland
$10.2M -$2.4M -8,816 -19%
JMFC
678
J.M. Forbes & Co
Massachusetts
$10.2M -$171K -626 -2%
ZDA
679
Zweig-DiMenna Associates
New York
$10.2M – – –
OIA
680
OneDigital Investment Advisors
Kansas
$10.1M +$86.7K +318 +0.9%
JSSH
681
J. Safra Sarasin Holding
$10.1M -$14M -51,366 -58%
AHC
682
Adell Harriman & Carpenter
Texas
$10.1M -$402K -1,475 -4%
HFS
683
Hantz Financial Services
Michigan
$10M +$3.2M +11,742 +47%
Boston Partners
684
Boston Partners
Massachusetts
$10M +$10M +36,734 New
PS
685
Principal Securities
Iowa
$9.99M +$1.08M +3,976 +12%
GAM
686
Gotham Asset Management
New York
$9.94M +$759K +2,785 +8%
SCM
687
Sterling Capital Management
North Carolina
$9.87M -$1.57M -5,748 -14%
CDDEC
688
Caisse Des Depots Et Consignations
France
$9.86M +$1.18M +4,339 +14%
EAM
689
EdenTree Asset Management
United Kingdom
$9.82M +$886K +3,250 +10%
ECM
690
Evergreen Capital Management
Washington
$9.77M +$30.9K +113 +0.3%
ALMGDA
691
AG2R La Mondiale Gestion d'Actifs
France
$9.76M +$130K +477 +1%
HVIA
692
Hudson Valley Investment Advisors
New York
$9.7M -$1.14M -4,186 -11%
PA
693
Pinnacle Associates
New York
$9.6M +$336K +1,233 +4%
HWM
694
HB Wealth Management
Georgia
$9.59M -$142K -520 -1%
SAM
695
Shell Asset Management
Netherlands
$9.56M +$2.26M +8,301 +31%
NCL
696
Nishkama Capital LLC
Puerto Rico
$9.46M -$3.65M -13,392 -28%
DF
697
DNCA Finance
France
$9.46M +$3.71M +13,600 +64%
NCM
698
Novare Capital Management
North Carolina
$9.44M +$250K +916 +3%
MFG
699
Merit Financial Group
Georgia
$9.41M +$2.45M +8,967 +35%
KA
700
Kintegral Advisory
New York
$9.39M -$14.2K -52 -0.2%
26 27
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