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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 %
SRC
576
Shufro Rose & Co
New York
$14.1M -$40.5K -151 -0.3%
UF
577
Univest Financial
Pennsylvania
$14M -$6.48M -24,162 -32%
EAM
578
EULAV Asset Management
Florida
$14M +$4.03M +15,000 +41%
JRP
579
Jasper Ridge Partners
California
$13.9M – – –
TCM
580
Thames Capital Management
New Jersey
$13.9M +$1.23M +4,585 +10%
FMI
581
Factory Mutual Insurance
Massachusetts
$13.9M -$2.23M -8,300 -14%
LSERS
582
Louisiana State Employees Retirement System
Louisiana
$13.8M +$26.8K +100 +0.2%
IMRF
583
Illinois Municipal Retirement Fund
Illinois
$13.8M – – –
CC
584
Cornerstone Capital
California
$13.8M -$85.3K -318 -0.6%
P
585
&Partners
Tennessee
$13.7M +$1.86M +6,922 +16%
BEI
586
Benjamin Edwards Inc
Missouri
$13.7M +$1.24M +4,621 +10%
TP
587
TenCore Partners
New York
$13.6M +$586K +2,185 +5%
SAM
588
Securian Asset Management
Minnesota
$13.6M -$185K -691 -1%
Parallax Volatility Advisers
589
Parallax Volatility Advisers
California
$13.6M +$1.42M +5,274 +12%
BFS
590
Bradley Foster & Sargent
Connecticut
$13.4M -$1.03M -3,848 -7%
MCM
591
MAI Capital Management
Ohio
$13.3M +$902K +3,363 +7%
CTA
592
Chesley Taft & Associates
Illinois
$13.1M +$345K +1,284 +3%
ACA
593
Aptus Capital Advisors
Alabama
$13.1M +$9.53M +35,529 +267%
Verition Fund Management
594
Verition Fund Management
Connecticut
$13.1M -$16.6M -61,731 -56%
DADC
595
D.A. Davidson & Co
Montana
$13M -$3.62M -13,473 -22%
FVWA
596
Foster Victor Wealth Advisors
South Carolina
$12.9M +$1.2M +4,722 +10%
BBA
597
BLB&B Advisors
Pennsylvania
$12.9M +$450K +1,678 +4%
NCL
598
Nishkama Capital LLC
Puerto Rico
$12.9M -$52.8M -196,580 -80%
Walleye Capital
599
Walleye Capital
New York
$12.9M -$30M -111,604 -70%
PCM
600
Prana Capital Management
Connecticut
$12.8M +$4.68M +17,434 +58%
22 23
24
25 26