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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 %
TW
551
Trajan Wealth
Arizona
$15.4M +$419K +1,561 +3%
NRS
552
Neville Rodie & Shaw
New York
$15.4M +$1.08M +4,015 +8%
FBB
553
Fulton Breakefield Broenniman
Maryland
$15.4M -$402K -1,498 -3%
NEI
554
Northwest & Ethical Investments
Ontario, Canada
$15.4M +$4.74M +17,653 +45%
WTC
555
WhitTier Trust Company
Nevada
$15.3M +$552K +2,056 +4%
GIM
556
Generate Investment Management
New Zealand
$15.3M -$4.24M -15,789 -22%
AF
557
Avanza Fonder
Sweden
$15.2M -$1.87M -6,872 -11%
OCM
558
One Capital Management
California
$15.1M +$488K +1,817 +3%
BAAM
559
Baker Avenue Asset Management
California
$15.1M +$103K +382 +0.7%
LPCM
560
Lynwood Price Capital Management
Texas
$15M +$4.03M +15,000 +37%
SI
561
Sava Infond
Slovenia
$15M +$1.94M +7,240 +15%
TW
562
Transform Wealth
Colorado
$14.9M +$434K +1,617 +3%
CCM
563
Copeland Capital Management
Pennsylvania
$14.8M -$245K -913 -2%
GIBU
564
Gulf International Bank (UK)
United Kingdom
$14.8M -$5.58M -20,802 -27%
EGM
565
Engineers Gate Manager
New York
$14.7M +$8.55M +31,859 +139%
NIG
566
NFJ Investment Group
Texas
$14.7M +$1.27M +4,729 +9%
ASN
567
Advisory Services Network
Georgia
$14.6M +$1.21M +4,499 +9%
TWC
568
TD Waterhouse Canada
Ontario, Canada
$14.6M +$1.28M +4,717 +10%
SCA
569
Stonebridge Capital Advisors
Minnesota
$14.6M +$495K +1,845 +4%
TC
570
TownSquare Capital
Utah
$14.6M +$1.16M +4,312 +9%
MCM
571
Mill Capital Management
North Carolina
$14.5M +$34.9K +130 +0.2%
BPA
572
Beacon Pointe Advisors
California
$14.5M +$274K +1,022 +2%
OC
573
Oppenheimer & Co
New York
$14.3M +$794K +2,958 +6%
PF
574
Phoenix Financial
Israel
$14.3M +$4.26M +15,838 +43%
MIM
575
Marco Investment Management
Georgia
$14.2M -$93.1K -347 -0.7%
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