CRM icon

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 %
DGM
526
Delta Global Management
New York
$17.1M +$17.1M +63,672 New
KRS
527
Kentucky Retirement Systems
Kentucky
$16.9M -$931K -3,470 -5%
GWM
528
GDS Wealth Management
Texas
$16.9M +$583K +2,173 +4%
AIM
529
Artemis Investment Management
United Kingdom
$16.8M +$4.68M +17,447 +39%
OPCM
530
Osborne Partners Capital Management
California
$16.8M +$134K +500 +0.8%
EB
531
Eastern Bank
Massachusetts
$16.7M -$912K -3,398 -5%
GC
532
Grimes & Company
Massachusetts
$16.7M +$23.1K +86 +0.1%
BHCM
533
Brevan Howard Capital Management
Jersey
$16.6M +$3.82M +14,555 +30%
NIM
534
NEOS Investment Management
Connecticut
$16.6M +$3.03M +11,275 +22%
TF
535
Talbot Financial
Washington
$16.4M -$289K -1,078 -2%
AWA
536
Arkadios Wealth Advisors
Georgia
$16.3M +$5.03M +18,760 +45%
NB
537
Norinchukin Bank
Japan
$16.3M +$1.91M +7,109 +13%
CAM
538
Cresset Asset Management
Illinois
$16.3M -$5.18M -19,292 -24%
WA
539
Waverly Advisors
Alabama
$16.3M +$11.9M +44,266 +271%
GVAG
540
Great Valley Advisor Group
Delaware
$16.2M -$1.42M -5,302 -8%
CI
541
Capital International
California
$16.1M +$447K +1,665 +3%
GPTE
542
Generali Powszechne Towarzystwo Emerytalne
Poland
$16.1M +$10.7M +40,000 +199%
CS
543
Clear Street
New York
$16.1M -$10.7M -40,000 -40%
BT
544
Banque Transatlantique
France
$16.1M -$905K -3,368 -5%
MC
545
Middleton & Co
Massachusetts
$16M -$302K -1,125 -2%
CAM
546
Cidel Asset Management
Ontario, Canada
$15.8M +$58.2K +217 +0.4%
HIMCH
547
Hartford Investment Management Co (HIMCO)
Connecticut
$15.7M -$187K -697 -1%
A
548
Allianz
Germany
$15.6M +$389K +1,448 +3%
CIC
549
Crawford Investment Counsel
Georgia
$15.5M +$420K +1,566 +3%
WF
550
WoodTrust Financial
Wisconsin
$15.5M +$74.9K +279 +0.5%
20 21
22
23 24