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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 %
TPSF
401
Texas Permanent School Fund
Texas
$29.5M +$29.5M +109,710 New
VF
402
Vest Financial
Virginia
$29.4M +$27.8M +103,654 +1,704%
CIS
403
Capital International Sarl
California
$29.2M +$2.89M +10,754 +11%
EMPI
404
Elo Mutual Pension Insurance
Finland
$29.1M +$5.68M +21,162 +24%
MC
405
MIG Capital
California
$29M +$28.8M +107,200 +10,720%
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$28.9M +$6.94M +25,882 +32%
EWA
407
EP Wealth Advisors
California
$28.9M +$773K +2,882 +3%
Balyasny Asset Management
408
Balyasny Asset Management
Illinois
$28.9M -$303M -1,129,310 -91%
CCM
409
Chilton Capital Management
Texas
$28.8M +$1.25M +4,650 +5%
TIAA Trust, National Association
410
TIAA Trust, National Association
North Carolina
$28.8M +$5.07M +18,891 +21%
KAS
411
Kestra Advisory Services
Texas
$28.6M -$656K -2,444 -2%
Wealthfront Advisers
412
Wealthfront Advisers
California
$28.5M +$1.53M +5,697 +6%
AG
413
Avala Global
New York
$28.3M +$6.23M +23,200 +28%
EI
414
Ethic Inc
New York
$28.3M +$1.39M +5,161 +5%
LWIC
415
Leith Wheeler Investment Counsel
British Columbia, Canada
$28.1M +$8.46M +31,537 +43%
RMCM
416
Reynders McVeigh Capital Management
Massachusetts
$28M +$6.62M +24,667 +31%
NAMA
417
Nikko Asset Management Americas
New York
$27.9M +$27.9M +103,907 New
WB
418
WesBanco Bank
West Virginia
$27.9M +$2M +7,467 +8%
PNC
419
Park National Corp
Ohio
$27.8M +$697K +2,598 +3%
TH
420
TCTC Holdings
Texas
$27.8M +$256K +953 +0.9%
ACM
421
Alua Capital Management
New York
$27.7M -$58.7M -218,866 -68%
VPIM
422
Vanguard Personalized Indexing Management
California
$27.6M +$1.22M +4,529 +5%
TMAM
423
Tokio Marine Asset Management
Japan
$27.5M +$449K +1,673 +2%
NAM
424
NorthCrest Asset Manangement
Minnesota
$27.4M +$668K +2,491 +2%
TNB
425
Thomasville National Bank
Georgia
$27.4M +$328K +1,221 +1%
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