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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 %
BCI
476
Brinker Capital Investments
Pennsylvania
$20.9M +$4.63M +17,269 +28%
OPS
477
Orion Portfolio Solutions
Nebraska
$20.9M +$4.63M +17,269 +28%
PAG
478
Private Advisor Group
New Jersey
$20.9M +$2.01M +7,490 +11%
FCH
479
Freestone Capital Holdings
Washington
$20.8M -$143K -534 -0.7%
Point72 Asset Management
480
Point72 Asset Management
Connecticut
$20.8M -$218M -811,424 -91%
FFB
481
First Financial Bankshares
Texas
$20.7M +$5.89M +21,930 +40%
MSU
482
Mizuho Securities USA
New York
$20.6M -$3.75M -13,980 -15%
PCMC
483
Paragon Capital Management (Colorado)
Colorado
$20.4M – – –
NCM
484
Nellore Capital Management
California
$20.4M -$8.34M -31,094 -29%
CWM
485
Congress Wealth Management
Massachusetts
$20.2M +$2.36M +8,764 +13%
TI
486
Trexquant Investment
Connecticut
$20.2M +$20.2M +75,231 New
AIM
487
ARK Investment Management
Florida
$20.2M +$20.2M +75,193 New
Walleye Trading
488
Walleye Trading
New York
$20M -$43.5M -162,085 -68%
ONB
489
Old National Bancorp
Indiana
$19.9M -$1.7M -6,328 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
490
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.8M -$3.51M -13,090 -15%
LGF
491
LGT Group Foundation
Liechtenstein
$19.8M +$15.7M +58,434 +380%
PFS
492
Prospera Financial Services
Texas
$19.8M +$1.98M +7,365 +11%
MIA
493
MMBG Investment Advisors
Florida
$19.6M +$53.7K +200 +0.3%
CSS
494
Cubist Systematic Strategies
Connecticut
$19.6M +$845K +3,147 +5%
CA
495
Clearstead Advisors
Ohio
$19.6M -$289K -1,076 -1%
YC
496
Yarbrough Capital
Tennessee
$19.5M – – –
KPWS
497
Kestra Private Wealth Services
Texas
$19.4M +$1M +3,735 +5%
MAM
498
Magellan Asset Management
Australia
$19.3M -$4.79M -17,847 -20%
MAM
499
Martingale Asset Management
Massachusetts
$19.1M +$516K +1,922 +3%
DWP
500
Daymark Wealth Partners
Ohio
$19.1M -$27.9M -103,866 -59%
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