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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 %
FIA
501
Foundations Investment Advisors
Arizona
$19M +$9.21M +34,302 +94%
WT
502
Washington Trust
Rhode Island
$18.7M +$143K +532 +0.8%
IP
503
Interval Partners
New York
$18.6M +$16M +59,655 +616%
RMA
504
Roffman Miller Associates
Pennsylvania
$18.5M +$2.52M +9,395 +16%
DA
505
Dash Acquisitions
California
$18.5M +$1.01M +3,495 +6%
WP
506
Woodline Partners
California
$18.5M -$27.1M -100,973 -59%
HPG
507
Harvest Portfolios Group
Ontario, Canada
$18.4M -$1.61M -6,005 -8%
SAM
508
Silvercrest Asset Management
New York
$18.4M +$15.2M +56,544 +470%
Hudson Bay Capital Management
509
Hudson Bay Capital Management
Connecticut
$18.3M +$10.3M +38,552 +129%
LFM
510
LGT Fund Management
Liechtenstein
$18.2M -$1.07M -3,969 -6%
IG
511
Ithaka Group
Virginia
$18.2M -$896K -3,337 -5%
PA
512
Parallel Advisors
California
$18.1M +$93.7K +349 +0.5%
WIA
513
World Investment Advisors
California
$18M +$1.27M +4,730 +8%
ABTD
514
Arvest Bank Trust Division
Oklahoma
$17.9M +$17.4M +64,728 +3,443%
GHA
515
GW Henssler & Associates
Georgia
$17.8M +$1.45M +5,413 +9%
LWM
516
Lyell Wealth Management
California
$17.7M +$509K +1,896 +3%
Tudor Investment Corp
517
Tudor Investment Corp
Connecticut
$17.7M +$6.46M +24,065 +57%
JLBC
518
J.L. Bainbridge & Co
Florida
$17.7M +$17.5M +65,061 +8,012%
HIP
519
HUB Investment Partners
Texas
$17.6M -$54.2K -202 -0.3%
MGP
520
Metis Global Partners
California
$17.4M +$1.77M +6,607 +11%
CIA
521
CCM Investment Advisers
South Carolina
$17.4M -$638K -2,376 -4%
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$17.4M +$11.6M +43,151 +199%
NPT
523
Nixon Peabody Trust
Massachusetts
$17.2M -$3.78M -14,095 -18%
BFIM
524
Beese Fulmer Investment Management
Ohio
$17.2M +$76.8K +286 +0.4%
BVDMP
525
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.1M – – –
19 20
21
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