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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
39.53%
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
1,464
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 %
ABC
3101
Associated Banc-Corp
Wisconsin
– -$228K -681 Closed
WJA
3102
Willis Johnson & Associates
Texas
– -$227K -678 Closed
KFA
3103
Kelleher Financial Advisors
New York
– -$226K -677 Closed
MSRI
3104
Michael S. Ryan Inc
New York
– -$226K -677 Closed
BFO
3105
Biltmore Family Office
North Carolina
– -$226K -674 Closed
HAC
3106
Harbor Advisory Corp
New Hampshire
– -$224K -671 Closed
WA
3107
Wealthstream Advisors
New York
– -$224K -670 Closed
CPRC
3108
Consolidated Portfolio Review Corp
New York
– -$223K -668 Closed
MFC
3109
Morris Financial Concepts
South Carolina
– -$223K -667 Closed
M1FG
3110
Mach-1 Financial Group
Arkansas
– -$223K -666 Closed
FYW
3111
Future You Wealth
New York
– -$223K -666 Closed
LFP
3112
Leeward Financial Partners
Washington
– -$223K -666 Closed
SA
3113
Stewardship Advisors
Pennsylvania
– -$222K -664 Closed
AWA
3114
Aletheian Wealth Advisors
Washington
– -$221K -660 Closed
EA
3115
Echo45 Advisors
California
– -$220K -660 Closed
VHAM
3116
Van Hulzen Asset Management
California
– -$219K -656 Closed
FBC
3117
Fairfield, Bush & Co
Connecticut
– -$219K -655 Closed
BOSSRA
3118
B.O.S.S. Retirement Advisors
Utah
– -$219K -654 Closed
RA
3119
Resolute Advisors
California
– -$219K -653 Closed
DBRC
3120
D.B. Root & Company
Pennsylvania
– -$218K -653 Closed
DAS
3121
DMKC Advisory Services
Iowa
– -$218K -652 Closed
MWS
3122
MFA Wealth Services
California
– -$217K -651 Closed
MCM
3123
Monarch Capital Management
Indiana
– -$218K -650 Closed
SC
3124
Schiavi & Co
Delaware
– -$217K -648 Closed
RWP
3125
Ridgecrest Wealth Partners
California
– -$216K -647 Closed
123 124
125
126 127