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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 %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$454M -$28.5M -104,553 -6%
LP
77
Longview Partners
Guernsey
$448M -$27.5M -101,000 -6%
BA
78
Bridgewater Associates
Connecticut
$447M +$163M +597,709 +57%
Pacer Advisors
79
Pacer Advisors
Pennsylvania
$439M -$57.5M -210,979 -12%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$435M +$133M +486,585 +44%
Macquarie Group
81
Macquarie Group
Australia
$412M -$60.9M -223,359 -13%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$410M -$22.9M -84,144 -5%
Diamond Hill Capital Management
83
Diamond Hill Capital Management
Ohio
$408M +$57.7M +211,554 +16%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$408M +$4.81M +17,631 +1%
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
$398M +$299M +1,096,369 +302%
ATN
86
AMF Tjänstepension
Sweden
$395M +$10.3M +37,736 +3%
FCM
87
Fernbridge Capital Management
California
$392M +$193M +709,001 +97%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$388M -$208M -762,258 -35%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$385M -$11.6M -42,516 -3%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$382M -$504M -1,846,734 -57%
LPL Financial
91
LPL Financial
California
$369M +$19.3M +70,822 +6%
Lazard Asset Management
92
Lazard Asset Management
New York
$359M +$14.8M +54,124 +4%
Prudential Financial
93
Prudential Financial
New Jersey
$355M +$34.6M +126,926 +11%
Man Group
94
Man Group
United Kingdom
$353M +$258M +944,828 +270%
Stifel Financial
95
Stifel Financial
Missouri
$353M -$5.72M -20,962 -2%
SV
96
Starboard Value
New York
$341M +$110M +402,568 +47%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$341M +$2.85M +10,313 +0.8%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$339M +$15.9M +58,197 +5%
Axa
99
Axa
France
$336M -$68.9M -252,747 -17%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$328M -$801K -2,937 -0.2%
2 3
4
5 6