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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 %
SSA
426
Schonfeld Strategic Advisors
New York
$27.4M -$19.6M -73,003 -42%
TCM
427
Trybe Capital Management
Connecticut
$27.3M -$8.52M -31,748 -24%
SI
428
Stephens Inc
Arkansas
$27.2M -$1.5M -5,603 -5%
CA
429
Commerzbank Aktiengesellschaft
Germany
$26.8M -$759K -2,828 -3%
DKCM
430
Davidson Kempner Capital Management
New York
$26.8M +$13.4M +50,000 +100%
GT
431
Greenleaf Trust
Michigan
$26.5M +$356K +1,327 +1%
PCIA
432
Prime Capital Investment Advisors
Kansas
$26.2M +$10M +37,268 +62%
AI
433
Atria Investments
North Carolina
$26.1M +$2.34M +8,726 +10%
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$25.7M +$4.23M +15,749 +20%
KC
435
Kadensa Capital
Hong Kong
$25.5M +$1.35M +5,024 +6%
UB
436
UMB Bank
Missouri
$25.5M +$2.03M +7,546 +9%
TAM
437
Taurus Asset Management
New York
$25.3M -$209K -779 -0.8%
NA
438
NewEdge Advisors
Louisiana
$25.2M -$30.6K -114 -0.1%
ADEF
439
Adams Diversified Equity Fund
Maryland
$25.2M +$9.82M +36,600 +64%
DILIC
440
Dai-ichi Life Insurance Company
Japan
$25.2M -$1.54M -5,733 -6%
TCM
441
Tran Capital Management
California
$24.9M +$1.41M +5,239 +6%
GAM
442
Generali Asset Management
Italy
$24.9M +$468K +1,745 +2%
GT
443
Glenview Trust
Kentucky
$24.6M +$9.91M +36,931 +67%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$24.5M +$3.08M +11,493 +14%
MFIM
445
Mesirow Financial Investment Management
Illinois
$24.4M -$142K -529 -0.6%
BFO
446
Boston Family Office
Massachusetts
$24.2M -$343K -1,278 -1%
TS
447
Triglav Skladi
Slovenia
$24M -$3.94M -14,670 -14%
JSSH
448
J. Safra Sarasin Holding
$23.8M +$11.9M +44,204 +100%
CTI
449
Community Trust & Investment
Kentucky
$23.7M +$259K +964 +1%
RIM
450
Rakuten Investment Management
Japan
$23.6M +$23.6M +87,556 New
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