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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 %
PA
701
Pinnacle Associates
New York
$9.11M +$211K +788 +2%
HTHT
702
Hemenway Trust Hemenway Trust
New Hampshire
$9.11M +$3.23M +12,032 +55%
IMCOOI
703
Investment Management Corp of Ontario (IMCO)
Canada
$9.1M -$3.85M -14,340 -30%
NCM
704
Novare Capital Management
North Carolina
$9.04M +$114K +423 +1%
GAM
705
Gotham Asset Management
New York
$9.03M +$3.5M +13,043 +63%
EF
706
Empowered Funds
Pennsylvania
$9.01M +$1.66M +6,184 +23%
GIM
707
Grassi Investment Management
California
$8.99M +$362K +1,350 +4%
IHL
708
Investment House LLC
California
$8.96M -$1.53M -5,699 -15%
EF
709
Empirical Finance
Pennsylvania
$8.91M +$106K +395 +1%
LFAS
710
Level Four Advisory Services
Texas
$8.88M +$628K +2,340 +8%
AG
711
AIA Group
Hong Kong
$8.83M +$654K +2,436 +8%
LMIM
712
Lockheed Martin Investment Management
Maryland
$8.81M -$207K -770 -2%
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$8.8M +$507K +1,888 +6%
EAM
714
EdenTree Asset Management
United Kingdom
$8.79M -$284K -1,057 -3%
CIA
715
Concurrent Investment Advisors
Florida
$8.69M +$988K +6,623 +13%
PTC
716
Philadelphia Trust Company
Pennsylvania
$8.69M -$1.64M -6,102 -16%
AAMU
717
APG Asset Management US
New York
$8.68M – – –
BWFA
718
Baltimore-Washington Financial Advisors
Maryland
$8.67M +$309K +1,151 +4%
SWP
719
Stratos Wealth Partners
Ohio
$8.66M -$1.32M -4,933 -13%
BF
720
BOK Financial
Oklahoma
$8.64M -$125K -466 -1%
TPCW
721
TD Private Client Wealth
New York
$8.64M +$750K +2,796 +10%
RRAM
722
River Road Asset Management
Kentucky
$8.61M +$426K +1,586 +5%
KeyBank National Association
723
KeyBank National Association
Ohio
$8.57M -$633K -2,358 -7%
SF
724
Summit Financial
New Jersey
$8.55M +$3.53M +13,155 +70%
CDDEC
725
Caisse Des Depots Et Consignations
France
$8.54M +$437K +1,627 +5%
27 28
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