CRM icon

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 %
SWP
801
Sagespring Wealth Partners
Tennessee
$6.58M +$2.61M +9,740 +66%
ST
802
Spinnaker Trust
Maine
$6.57M -$62.8K -234 -0.9%
TCA
803
Trifecta Capital Advisors
Illinois
$6.57M +$110K +411 +2%
MWM
804
Mission Wealth Management
California
$6.57M +$116K +434 +2%
AFG
805
Albion Financial Group
Utah
$6.52M +$4.92M +18,352 +308%
PTB
806
Pioneer Trust Bank
Oregon
$6.52M -$130K -485 -2%
VCM
807
Vision Capital Management
Oregon
$6.49M +$422K +1,571 +7%
ATC
808
Argent Trust Co
Tennessee
$6.49M +$714K +2,660 +12%
VSQM
809
V-Square Quantitative Management
Illinois
$6.49M +$306K +1,140 +5%
JIC
810
Johnson Investment Counsel
Ohio
$6.47M +$37.8K +141 +0.6%
TC
811
Triavera Capital
California
$6.46M +$403K +1,500 +7%
TRCT
812
Tower Research Capital (TRC)
New York
$6.44M -$5.37M -32,555 -45%
WI
813
Wahed Invest
New York
$6.43M +$284K +1,058 +5%
QPBE
814
Quintet Private Bank (Europe)
Luxembourg
$6.4M -$263K -979 -4%
SB
815
Strategic Blueprint
Georgia
$6.39M +$922K +3,437 +17%
MOS
816
MGO One Seven
Ohio
$6.36M +$209K +779 +3%
FM
817
Family Management
New York
$6.36M +$561K +2,091 +10%
BHB
818
Bank Hapoalim BM
Israel
$6.35M -$124K -463 -2%
EPIM
819
Evelyn Partners Investment Management
$6.35M +$6.35M +23,745 New
FFBTD
820
First Financial Bank - Trust Division
Ohio
$6.34M +$6.34M +23,608 New
CYG
821
Clean Yield Group
Vermont
$6.33M +$108K +404 +2%
PWS
822
Peloton Wealth Strategists
Indiana
$6.3M -$386K -1,440 -6%
VAS
823
Vestmark Advisory Solutions
Massachusetts
$6.29M +$3.42M +12,746 +119%
MWM
824
Moran Wealth Management
Florida
$6.28M +$37.3K +139 +0.6%
GIC
825
GFI Investment Counsel
Ontario, Canada
$6.25M -$5.9K -22 -0.1%
31 32
33
34 35