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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 %
BFG
651
Bleakley Financial Group
New Jersey
$10.9M +$3.4M +12,681 +45%
KHLMVGHM
652
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.9M – – –
Envestnet Portfolio Solutions
653
Envestnet Portfolio Solutions
Illinois
$10.9M -$5.93M -22,112 -35%
PS
654
Principal Securities
Iowa
$10.9M – – –
QCM
655
Qsemble Capital Management
New York
$10.9M +$10.9M +40,568 New
KFP
656
KMG Fiduciary Partners
Ohio
$10.9M +$4.25M +15,841 +64%
WSFS
657
Wilmington Savings Fund Society
Delaware
$10.8M -$1.81M -6,736 -14%
CIA
658
Capital Impact Advisors
Massachusetts
$10.7M +$10.7M +39,924 New
ECM
659
Exchange Capital Management
Michigan
$10.7M -$179K -666 -2%
HVIA
660
Hudson Valley Investment Advisors
New York
$10.7M +$873K +3,253 +9%
GWM
661
Geneos Wealth Management
Colorado
$10.6M +$6.82M +25,401 +180%
BFA
662
Bragg Financial Advisors
North Carolina
$10.6M +$168K +625 +2%
PCA
663
Pallas Capital Advisors
Massachusetts
$10.5M +$938K +3,497 +10%
MC
664
Moors & Cabot
Massachusetts
$10.4M -$414K -1,543 -4%
SF
665
Synovus Financial
Georgia
$10.4M -$2.02M -7,511 -16%
IC
666
Iconiq Capital
California
$10.4M -$177K -661 -2%
AHC
667
Adell Harriman & Carpenter
Texas
$10.3M +$89.4K +333 +0.9%
AMI
668
Amica Mutual Insurance
Rhode Island
$10.2M – – –
MGWM
669
Marks Group Wealth Management
Minnesota
$10.2M -$55K -205 -0.5%
JMFC
670
J.M. Forbes & Co
Massachusetts
$10.2M +$328K +1,222 +3%
M
671
MOTCO
Texas
$10.1M +$45.6K +170 +0.5%
FDP
672
Financiere des Professionnels
Quebec, Canada
$10M -$129K -479 -1%
ZDA
673
Zweig-DiMenna Associates
New York
$10M -$682K -2,542 -6%
SCM
674
Shelton Capital Management
Colorado
$10M -$1.97M -7,324 -16%
ET
675
Equitable Trust
Tennessee
$9.97M +$132K +493 +1%
25 26
27
28 29