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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 %
PI
251
PineBridge Investments
New York
$68.1M +$11.9M +44,492 +21%
AAIS
252
ABN AMRO Investment Solutions
$67.7M -$20.3M -75,692 -23%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$67.4M +$82.1K +306 +0.1%
SFA
254
Sequoia Financial Advisors
Ohio
$67.2M -$2.64M -9,847 -4%
Osaic Holdings
255
Osaic Holdings
Arizona
$67M -$3.06M -11,402 -4%
CF
256
Corebridge Financial
Texas
$66.6M -$2.78M -10,369 -4%
CGPCS
257
Capital Group Private Client Services
California
$66.1M +$695K +2,590 +1%
Holocene Advisors
258
Holocene Advisors
New York
$65.8M -$102M -379,827 -61%
Mirae Asset Global Investments
259
Mirae Asset Global Investments
South Korea
$65.6M +$19M +84,620 +41%
CC
260
Chicago Capital
Illinois
$65.4M -$3.42M -12,740 -5%
GT
261
Glenmede Trust
Pennsylvania
$64.3M +$168K +627 +0.3%
Vontobel Holding
262
Vontobel Holding
Switzerland
$63.7M -$2.05M -7,629 -3%
LA
263
LBP AM
France
$63.4M +$1.55M +5,791 +3%
GGHC
264
Gilder Gagnon Howe & Co
New York
$63.3M -$649K -2,420 -1%
KCM
265
Kensico Capital Management
Connecticut
$63.2M -$52.7M -196,500 -45%
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$62.3M +$729K +2,717 +1%
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$62.1M +$2.57M +9,595 +4%
CII
268
Capital International Inc
California
$62M +$2.96M +11,019 +5%
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$61.5M +$39.3M +146,384 +177%
FFM
270
Fisher Funds Management
New Zealand
$61.4M +$14.2M +52,941 +30%
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$61.3M +$5.65M +21,049 +10%
MSE
272
MUFG Securities EMEA
United Kingdom
$61.2M +$53.7M +199,999 +714%
OIAM
273
OFI Invest Asset Management
France
$60.8M +$18.6M +74,864 +44%
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$60.4M +$4.48M +16,693 +8%
BBVA
275
Banco Bilbao Vizcaya Argentaria
Spain
$60.4M +$696K +2,591 +1%
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