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Salesforce
CRM

Overview Fund Activity

2,901 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, 1,368 increasing their positions, 1,029 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,901
Holders Change
-9
Holders Change %
-0.31%
% 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
1,368
Reduced
1,029
Closed
185
Calls
$5.95B
Puts
$5.4B
Net Calls
+$548M
Net Calls Change
-$647M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$5B
2
Harris Associates
2
Harris Associates
Illinois
$816M
3
Victory Capital Management
3
Victory Capital Management
Texas
$657M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$538M
5
Amundi
5
Amundi
France
$2.09B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$3.11B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.86B
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$188M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.41B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.2B +$248M +909,853 +1%
BlackRock
2
BlackRock
New York
$22.3B +$413M +1,513,296 +2%
State Street
3
State Street
Massachusetts
$13.5B +$212M +776,300 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.67B +$31.1M +114,504 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$5.58B +$53.4M +195,944 +1%
Capital International Investors
6
Capital International Investors
California
$5B +$1.29B +4,740,552 +35%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$4.86B -$1.44B -5,292,071 -23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.41B -$1.33B -4,886,490 -28%
Capital Research Global Investors
9
Capital Research Global Investors
California
$3.11B -$2.56B -9,395,611 -45%
Northern Trust
10
Northern Trust
Illinois
$2.92B -$67.9M -249,035 -2%
UBS AM
11
UBS AM
Illinois
$2.87B +$342M +1,253,024 +14%
Norges Bank
12
Norges Bank
Norway
$2.83B +$2.83B +10,363,597 New
Bank of America
13
Bank of America
North Carolina
$2.67B -$176M -647,228 -6%
Goldman Sachs
14
Goldman Sachs
New York
$2.27B +$21.5M +78,960 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.22B +$227M +834,090 +11%
Amundi
16
Amundi
France
$2.09B +$434M +1,612,413 +26%
Franklin Resources
17
Franklin Resources
California
$1.92B +$250M +918,091 +15%
Capital World Investors
18
Capital World Investors
California
$1.82B -$66.9M -245,334 -4%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.8B +$18.2M +66,635 +1%
Charles Schwab
20
Charles Schwab
California
$1.77B +$31.8M +116,765 +2%
Invesco
21
Invesco
Georgia
$1.75B -$316M -1,159,978 -15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.72B -$63.6M -233,379 -4%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$1.71B +$4.37M +16,041 +0.3%
NL
24
Nuveen LLC
North Carolina
$1.7B -$368M -1,348,315 -18%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.69B -$385M -1,411,828 -19%
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