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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 %
PWM
601
Perigon Wealth Management
California
$12.8M +$49.9K +186 +0.4%
CL
602
Choreo LLC
Illinois
$12.8M +$316K +1,177 +3%
LCM
603
LVM Capital Management
Michigan
$12.5M +$111K +415 +0.9%
QIM
604
Quest Investment Management
Oregon
$12.5M +$1.08M +4,039 +9%
TCOV
605
Trust Company of Vermont
Vermont
$12.5M +$710K +2,647 +6%
ET
606
Entropy Technologies
New York
$12.5M +$9.63M +35,887 +335%
BWL
607
Bogart Wealth LLC
Virginia
$12.5M +$1.19M +4,433 +11%
PA
608
Profund Advisors
Maryland
$12.4M +$1.34M +4,986 +12%
MCM
609
McRae Capital Management
New Jersey
$12.4M -$42.9K -160 -0.3%
RWA
610
River Wealth Advisors
Pennsylvania
$12.3M +$2.49M +9,267 +25%
PD
611
Point72 (DIFC)
United Arab Emirates
$12.3M -$15.6M -58,111 -56%
EWA
612
Exencial Wealth Advisors
Oklahoma
$12.3M +$3.91M +14,563 +46%
AWS
613
Atria Wealth Solutions
New York
$12.3M +$27.9K +104 +0.2%
FT
614
Fiduciary Trust
Massachusetts
$12.3M +$148K +552 +1%
STA
615
Summit Trail Advisors
New York
$12.3M +$101K +376 +0.8%
BCM
616
Brookstone Capital Management
Illinois
$12.3M -$3.07M -11,436 -20%
KOCAA
617
Knights of Columbus Asset Advisors
Connecticut
$12.3M -$2.04M -7,588 -14%
CA
618
CSM Advisors
Pennsylvania
$12.2M +$2.72M +10,118 +29%
PP
619
Paloma Partners
Connecticut
$12.1M -$11.8M -44,093 -49%
BCV
620
Banque Cantonale Vaudoise
Switzerland
$12.1M +$12.1M +45,013 New
CSP
621
Cary Street Partners
Virginia
$12.1M +$265K +987 +2%
NMERB
622
New Mexico Educational Retirement Board
New Mexico
$12M -$403K -1,500 -3%
DCM
623
Dupont Capital Management
Delaware
$12M -$620K -2,310 -5%
LFG
624
Lazard Frères Gestion
France
$11.9M +$6.77M +25,215 +131%
CIS
625
Connors Investor Services
Pennsylvania
$11.9M +$11.9M +44,434 New
23 24
25
26 27