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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 %
NRG
676
Nemes Rush Group
Michigan
$9.93M +$164K +610 +2%
OIA
677
OneDigital Investment Advisors
Kansas
$9.89M -$2.57M -9,572 -21%
GFM
678
GF Fund Management
China
$9.77M +$8.05K +30 +0.1%
CCM
679
Channing Capital Management
Illinois
$9.69M +$1.41M +5,265 +17%
HWM
680
HB Wealth Management
Georgia
$9.58M +$2.41M +8,980 +34%
ECM
681
Evergreen Capital Management
Washington
$9.57M +$130K +486 +1%
PAS
682
Park Avenue Securities
New York
$9.57M +$1.33M +4,947 +16%
SSB
683
Sandy Spring Bank
Maryland
$9.52M -$91K -339 -0.9%
QFA
684
Quattro Financial Advisors
Texas
$9.39M -$10.7M -40,000 -53%
WC
685
Whitney & Co
New York
$9.39M +$168K +625 +2%
ALMGDA
686
AG2R La Mondiale Gestion d'Actifs
France
$9.37M +$9.37M +35,297 New
NAMM
687
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.34M -$305K -1,136 -3%
NAAA
688
New Age Alpha Advisors
New York
$9.32M +$6.59M +24,540 +241%
PA
689
Procyon Advisors
Connecticut
$9.32M +$700K +2,610 +8%
SB
690
Simmons Bank
Arkansas
$9.3M +$303K +1,130 +3%
VFA
691
Valeo Financial Advisors
Indiana
$9.29M +$104K +903 +1%
AWM
692
Apollon Wealth Management
South Carolina
$9.28M +$1.13M +4,202 +14%
SWA
693
Stratos Wealth Advisors
Ohio
$9.27M -$290K -1,080 -3%
AC
694
Allstate Corporation
Illinois
$9.25M +$1.64M +6,108 +22%
KA
695
Kintegral Advisory
New York
$9.24M -$31.1K -116 -0.3%
CWM
696
Calamos Wealth Management
Illinois
$9.23M +$1.23M +4,599 +15%
SIM
697
Stratos Investment Management
Ohio
$9.23M +$1.84M +6,859 +25%
SCA
698
Snowden Capital Advisors
New York
$9.18M +$129K +481 +1%
SIM
699
Seaview Investment Managers
Florida
$9.18M +$1.05M +3,907 +13%
MIC
700
Maxi Investments CY
Cyprus
$9.17M +$7.6M +28,316 +484%
26 27
28
29 30