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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 %
GLF
326
Groupe la Francaise
France
$44M +$8.84M +31,866 +25%
MVIP
327
Mar Vista Investment Partners
California
$43.7M -$7.96M -29,670 -15%
BS
328
Banco Santander
Spain
$43.3M +$5.91M +22,028 +16%
JAM
329
Jupiter Asset Management
United Kingdom
$43M -$9.17M -34,153 -18%
CRC
330
Curi RMB Capital
Illinois
$42.7M -$1.43M -5,336 -3%
CWM
331
CIBC World Markets
New York
$42.6M -$35.8M -133,503 -46%
MFWM
332
Motley Fool Wealth Management
Virginia
$42.3M -$6.03M -22,476 -12%
IMPI
333
Ilmarinen Mutual Pension Insurance
Finland
$41.9M +$1.61M +6,000 +4%
CBUSF
334
Construction & Building Unions Superannuation Fund
Australia
$41.5M +$80.5K +300 +0.2%
URS
335
Utah Retirement Systems
Utah
$41.1M -$54.2K -202 -0.1%
KWM
336
Kingsview Wealth Management
Oregon
$40.9M +$4.92M +18,350 +14%
MME
337
Meag Munich Ergo
Germany
$40.3M +$1.92M +7,139 +5%
DLA
338
Douglas Lane & Associates
New York
$39.9M +$1.58M +5,892 +4%
UIM
339
USS Investment Management
United Kingdom
$39.8M +$2.42K +9 +0%
HIIFS
340
Harel Insurance Investments & Financial Services
Israel
$39.8M +$14.7M +54,815 +59%
OCBCO
341
Oversea-Chinese Banking Corp (OCBC)
Singapore
$39.6M -$40.4K -150 -0.1%
OBAM
342
ODDO BHF Asset Management
France
$39.1M +$3.67M +13,662 +10%
RFC
343
Regions Financial Corp
Alabama
$39M +$1.35M +5,024 +4%
AWM
344
AE Wealth Management
Kansas
$38.9M +$1.28M +4,759 +3%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$38.9M -$17.2K -64 -0%
ACM
346
Aquatic Capital Management
Illinois
$38.8M +$3.28M +12,216 +9%
Brown Advisory
347
Brown Advisory
Maryland
$38.5M -$663K -2,472 -2%
WA
348
WestEnd Advisors
North Carolina
$38M -$2.13M -7,920 -5%
NYLIM
349
New York Life Investment Management
New York
$38M -$115K -430 -0.3%
NSLI
350
Nan Shan Life Insurance
Taiwan
$37.6M +$35.6M +132,486 +1,706%
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