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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 %
AF
776
Allworth Financial
California
$7M +$959K +3,624 +16%
EWM
777
Evercore Wealth Management
New York
$6.99M -$326K -1,213 -4%
LS
778
Livforsakringsbolaget Skandia
Sweden
$6.98M +$2.9M +10,800 +71%
CWM
779
CMH Wealth Management
New Hampshire
$6.96M -$1.48M -5,520 -18%
QT
780
Quantbot Technologies
New York
$6.91M +$6.91M +25,765 New
Wolverine Trading
781
Wolverine Trading
Illinois
$6.9M -$6.05M -22,412 -47%
QIM
782
Quantitative Investment Management
Virginia
$6.88M +$1.93M +7,195 +39%
MWM
783
Marietta Wealth Management
Georgia
$6.86M +$259K +965 +4%
MFG
784
Merit Financial Group
Georgia
$6.86M +$1.6M +5,965 +30%
RIG
785
Renaissance Investment Group
Massachusetts
$6.84M +$684K +2,547 +11%
BG
786
BDF Gestion
France
$6.75M – – –
HFS
787
Hantz Financial Services
Michigan
$6.72M +$201K +749 +3%
AC
788
Asio Capital
Kentucky
$6.71M +$294K +1,096 +5%
ACM
789
Alight Capital Management
New York
$6.71M -$4.03M -15,000 -38%
BIAS
790
Beacon Investment Advisory Services
New Jersey
$6.71M -$682K -2,542 -9%
Impax Asset Management Group
791
Impax Asset Management Group
United Kingdom
$6.7M -$37.8K -141 -0.6%
WAM
792
Wolverine Asset Management
Illinois
$6.69M +$6.18M +23,032 +1,212%
RWM
793
Revisor Wealth Management
Ohio
$6.68M +$6.68M +24,898 New
SBIA
794
Sheaff Brock Investment Advisors
Indiana
$6.67M +$372K +1,387 +6%
CCM
795
Cohen Capital Management
California
$6.67M -$432K -1,608 -6%
SAM
796
SP Asset Management
California
$6.66M -$8.86K -33 -0.1%
HCM
797
Harvey Capital Management
Florida
$6.65M -$141K -527 -2%
BZWA
798
Blue Zone Wealth Advisors
California
$6.64M +$363K +1,354 +6%
SMTF
799
Sphera Management Technology Funds
Israel
$6.59M +$5.96M +22,210 +945%
HFM
800
Harvest Fund Management
China
$6.58M -$5.61M -20,919 -46%
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