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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 %
CM
751
Castleark Management
Illinois
$7.7M -$2.73M -10,170 -26%
SAM
752
Sompo Asset Management
Japan
$7.66M -$1.23M -4,585 -14%
VIS
753
Vega Investment Solutions
France
$7.6M +$3.87M +14,413 +104%
HAG
754
HighPoint Advisor Group
Illinois
$7.48M +$555K +2,072 +8%
AAM
755
Advisors Asset Management
Colorado
$7.46M +$744K +2,774 +11%
BJL
756
Brighton Jones LLC
Washington
$7.43M +$545K +2,032 +8%
KIA
757
Knollwood Investment Advisory
Maryland
$7.38M +$45.6K +170 +0.6%
IIM
758
Intact Investment Management
Quebec, Canada
$7.35M -$53.7K -200 -0.7%
AUB
759
Atlantic Union Bankshares
Virginia
$7.34M -$4.56K -17 -0.1%
CK
760
Cohen Klingenstein
New York
$7.33M – – –
CTC
761
Central Trust Company
Missouri
$7.31M +$486K +1,810 +7%
PIM
762
Plato Investment Management
Australia
$7.28M -$1.06M -3,893 -13%
BL
763
BCWM LLC
Kansas
$7.25M -$1.52M -5,676 -17%
PAG
764
Private Advisory Group
Washington
$7.25M +$3.44M +12,810 +90%
FNT
765
First National Trust
Pennsylvania
$7.25M +$8.59K +32 +0.1%
SM
766
Selkirk Management
New Jersey
$7.25M – – –
MWM
767
Modera Wealth Management
New Jersey
$7.23M +$276K +1,029 +4%
KRSITF
768
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.21M +$1.94M +7,238 +37%
SAM
769
Shell Asset Management
Netherlands
$7.18M -$272K -1,014 -4%
ZBNA
770
Zions Bancorporation, National Association
Utah
$7.18M +$7.18M +26,739 New
YIH
771
Y-Intercept (HK)
Hong Kong
$7.16M +$2.29M +8,526 +47%
EH
772
Equitable Holdings
New York
$7.12M +$641K +2,389 +10%
DWM
773
Diversify Wealth Management
Utah
$7.09M +$749K +2,799 +12%
ACM
774
Advisors Capital Management
New Jersey
$7.05M +$4.29M +15,985 +156%
ECM
775
Everence Capital Management
Indiana
$7.04M +$859K +3,200 +14%
29 30
31
32 33