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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 %
Capital Fund Management (CFM)
301
Capital Fund Management (CFM)
France
$51.2M +$43.8M +163,237 +596%
ASC
302
Atalanta Sosnoff Capital
New York
$51.1M +$1.74M +6,491 +4%
TAM
303
Tocqueville Asset Management
New York
$50.9M -$3.62M -13,471 -7%
SL
304
Summitry LLC
California
$50.9M +$358K +1,333 +0.7%
SC
305
Samlyn Capital
New York
$50.6M +$50.6M +188,397 New
AssetMark Inc
306
AssetMark Inc
California
$50.4M +$3.67M +13,694 +8%
MML Investors Services
307
MML Investors Services
Massachusetts
$50.3M +$4.47M +16,639 +10%
QCM
308
Quantinno Capital Management
New York
$50.3M +$22.2M +82,752 +79%
A
309
AustralianSuper
Australia
$50.3M -$139M -518,647 -73%
QCM
310
QRG Capital Management
Illinois
$50M +$1.29M +4,792 +3%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$49.7M +$19.6M +72,805 +65%
AAB
312
ABN AMRO Bank
Netherlands
$49.3M -$18.8M -70,268 -28%
II
313
IFM Investors
Australia
$49.1M -$56.6K -211 -0.1%
PTC
314
Petrus Trust Company
Texas
$48.2M +$7.32M +27,272 +18%
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$48.2M +$4.58M +17,069 +11%
HIMC
316
Heritage Investors Management Corp
Maryland
$47.6M +$330K +1,230 +0.7%
M&T Bank
317
M&T Bank
New York
$47.2M -$4.46M -16,612 -9%
FCI
318
Financial Counselors Inc
Kansas
$47.1M +$1.04M +3,869 +2%
SC
319
Scotia Capital
Ontario, Canada
$47M +$2.25M +8,374 +5%
VRS
320
Virginia Retirement Systems
Virginia
$46.5M +$46.5M +173,401 New
PFP
321
Pinnacle Financial Partners
Tennessee
$46.5M +$218K +734 +0.5%
EOJOAM
322
E. Ohman J:or Asset Management
Sweden
$45.4M -$8.16M -30,421 -15%
VA
323
Vident Advisory
Georgia
$45.1M +$12.3M +45,672 +37%
FCIM
324
Fairview Capital Investment Management
California
$44.9M +$713K +2,656 +2%
TRSOTSOK
325
Teachers Retirement System of the State of Kentucky
Kentucky
$44.8M +$548K +2,042 +1%
11 12
13
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