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Salesforce
CRM

Overview Fund Activity

2,910 hedge funds and large institutions have $206B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,464 increasing their positions, 977 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,910
Holders Change
-156
Holders Change %
-5.09%
% of All Funds
39.52%
Holding in Top 10
77
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-41.22%
% of All Funds
1.05%
New
199
Increased
1,464
Reduced
977
Closed
294
Calls
$6.08B
Puts
$4.89B
Net Calls
+$1.2B
Net Calls Change
+$1.25B

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.04B
3
BlackRock
BlackRock
New York
+$920M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$485M
5
LP
Longview Partners
Guernsey
+$468M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.56B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$1.18B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$895M
4
Capital International Investors
Capital International Investors
California
-$820M
5
Capital World Investors
Capital World Investors
California
-$552M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$81.4M +$15.8M +58,806 +24%
TG
227
TCW Group
California
$80.9M +$5M +18,642 +7%
WHG
228
Westwood Holdings Group
Texas
$80.5M +$6.2M +23,120 +8%
CAG
229
Crestwood Advisors Group
Massachusetts
$80.4M +$566K +2,109 +0.7%
UBP
230
Union Bancaire Privee
Switzerland
$79.9M -$4.72M -17,524 -6%
RP
231
Riverbridge Partners
Minnesota
$79.8M -$1.39M -5,178 -2%
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.7M -$265K -1,056 -0.3%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$77.2M +$8.58M +31,954 +12%
MIM
234
MetLife Investment Management
New Jersey
$75.7M -$1.32M -4,933 -2%
ASRS
235
Arizona State Retirement System
Arizona
$75.4M +$863K +3,217 +1%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$74.4M -$20.9M -77,867 -22%
EAM
237
Erste Asset Management
Austria
$73.9M +$9.41M +34,908 +15%
CB
238
Commerce Bank
Missouri
$73.6M +$3.47M +12,934 +5%
Creative Planning
239
Creative Planning
Kansas
$73.5M +$7.5M +27,956 +11%
NHAS
240
Novo Holdings A/S
Denmark
$73.2M -$5.66M -21,100 -7%
Mariner
241
Mariner
Kansas
$73M +$9.94M +37,052 +16%
NC
242
Nicholas Company
Wisconsin
$72.9M -$3.49M -13,000 -5%
RBI
243
Raiffeisen Bank International
Austria
$71.6M +$18.6M +68,821 +35%
FAF
244
Första AP-fonden
Sweden
$71.1M -$1.53M -5,700 -2%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$70.7M +$2.97M +11,075 +4%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$70.4M +$6.29M +23,437 +10%
SOMRS
247
State of Michigan Retirement System
Michigan
$69.7M +$53.7K +200 +0.1%
SEIA
248
Signature Estate & Investment Advisors
California
$69.2M +$14.1M +52,536 +26%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$69M +$10.7M +39,727 +18%
MPI
250
Mairs & Power Inc
Minnesota
$68.4M +$3.61M +13,464 +6%
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