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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, 1,463 increasing their positions, 978 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
39.53%
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
1,463
Reduced
978
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 %
Connor, Clark & Lunn Investment Management (CC&L)
2976
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.94M -8,779 Closed
AFCM
2977
Applied Finance Capital Management
Puerto Rico
– -$2.84M -8,508 Closed
WAM
2978
Worth Asset Management
Texas
– -$2.81M -8,410 Closed
KJHP
2979
K.J. Harrison & Partners
Ontario, Canada
– -$2.65M -8,000 Closed
WG
2980
Winton Group
United Kingdom
– -$2.35M -7,040 Closed
NIP
2981
Nicholas Investment Partners
California
– -$2.35M -7,031 Closed
QC
2982
Quantessence Capital
New York
– -$2.35M -7,024 Closed
CFGS
2983
Concourse Financial Group Securities
Alabama
– -$2.31M -6,933 Closed
UWM
2984
Udine Wealth Management
Florida
– -$2.29M -6,838 Closed
BFA
2985
Brendel Financial Advisors
New Hampshire
– -$2.08M -6,234 Closed
DF
2986
Donoghue Forlines
Massachusetts
– -$2.01M -6,021 Closed
VAM
2987
Valliance Asset Management
Hong Kong
– -$2.01M -6,000 Closed
TCM
2988
Teza Capital Management
Illinois
– -$2M -5,997 Closed
MAMU
2989
Myriad Asset Management US
Florida
– -$1.83M -5,483 Closed
FAM
2990
Fred Alger Management
New York
– -$1.76M -5,270 Closed
CPM
2991
Connective Portfolio Management
New York
– -$1.73M -5,170 Closed
PCMH
2992
Polymer Capital Management (HK)
Hong Kong
– -$1.69M -5,050 Closed
PCM
2993
Prelude Capital Management
New York
– -$1.54M -4,606 Closed
SB
2994
SIG Brokerage
New York
– -$1.51M -4,508 Closed
BWP
2995
Barlow Wealth Partners
Kentucky
– -$1.43M -4,458 Closed
MIP
2996
Marietta Investment Partners
Wisconsin
– -$1.46M -4,355 Closed
JE
2997
JMAC Enterprises
Pennsylvania
– -$1.45M -4,322 Closed
EP
2998
Essential Planning
New Hampshire
– -$1.31M -4,106 Closed
ECP
2999
Elwood Capital Partners
New York
– -$1.34M -4,000 Closed
BIP
3000
Blueprint Investment Partners
North Carolina
– -$1.31M -3,926 Closed
118 119
120
121 122