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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 %
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$34.1M +$768K +2,860 +2%
AV
377
ASR Vermogensbeheer
Netherlands
$33.4M +$33.4M +124,364 New
OAM
378
Oppenheimer Asset Management
New York
$33.1M -$7.78K -29 -0%
VCM
379
Valiant Capital Management
California
$33.1M +$6.92M +25,800 +26%
GC
380
Guggenheim Capital
Illinois
$32.9M +$3.62M +13,504 +12%
JF
381
Jump Financial
Illinois
$32.9M +$32.6M +121,366 +11,227%
CGH
382
Crossmark Global Holdings
Texas
$32.8M +$4.09M +15,236 +14%
Twin Tree Management
383
Twin Tree Management
Texas
$32.8M -$34.2M -127,400 -51%
TI
384
Tidal Investments
Wisconsin
$32.8M -$9.21M -34,317 -22%
WT
385
Whittier Trust
California
$32.6M +$408K +1,521 +1%
BPWM
386
Badgley Phelps Wealth Managers
Washington
$32.5M -$255K -951 -0.8%
AAS
387
Annex Advisory Services
Wisconsin
$32.3M +$9.65M +35,949 +43%
Lido Advisors
388
Lido Advisors
California
$32M +$2.82M +10,499 +10%
SCM
389
Silvant Capital Management
Georgia
$32M +$74.6K +278 +0.2%
AS
390
Aware Super
Australia
$32M -$461K -1,716 -1%
GA
391
GuoLine Advisory
Singapore
$31.6M – – –
NP
392
NS Partners
United Kingdom
$31.3M +$504K +1,878 +2%
YCM
393
Yousif Capital Management
Michigan
$31.3M -$276K -1,027 -0.9%
NAM
394
Nissay Asset Management
Japan
$31.2M +$416K +1,552 +1%
OCM
395
Osterweis Capital Management
California
$31M -$301K -1,120 -1%
MOACM
396
Mutual of America Capital Management
New York
$30.8M +$94.5K +352 +0.3%
HCMG
397
Howard Capital Management Group
California
$30.7M -$192K -715 -0.6%
SOADOR
398
State of Alaska Department of Revenue
Alaska
$30.1M +$840K +3,130 +3%
UCFA
399
United Capital Financial Advisors
Texas
$29.8M +$286K +1,065 +1%
RG
400
Renaissance Group
Kentucky
$29.7M -$581K -2,166 -2%
14 15
16
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