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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 %
SFI
826
Siemens Fonds Invest
Germany
$6.25M +$70.3K +262 +1%
EIA
827
Eastover Investment Advisors
North Carolina
$6.24M -$69.8K -260 -1%
CI
828
Ceera Investments
Texas
$6.23M +$5.1K +19 +0.1%
MWM
829
Meridian Wealth Management
Kentucky
$6.23M -$516K -1,922 -8%
WB
830
Webster Bank
Connecticut
$6.23M +$19.6K +73 +0.3%
CCM
831
Coldstream Capital Management
Washington
$6.22M +$102K +379 +2%
ZCI
832
Zevenbergen Capital Investments
Washington
$6.2M – – –
CCIA
833
Campbell & Co Investment Adviser
Maryland
$6.18M +$3.79M +14,113 +158%
SWA
834
SFMG Wealth Advisors
Texas
$6.16M +$1.07K +4 +0%
VST
835
Van Strum & Towne
California
$6.16M -$42.7K -159 -0.7%
IWC
836
Integrated Wealth Concepts
Massachusetts
$6.15M +$477K +1,776 +8%
SPC
837
Sigma Planning Corp
Michigan
$6.14M -$737K -2,747 -11%
OAM
838
Ostrum Asset Management
France
$6.12M +$1.32M +4,934 +28%
USAA
839
United Services Automobile Association
Texas
$6.1M – – –
AAP
840
Ardsley Advisory Partners
Connecticut
$6.04M -$18.7M -69,500 -76%
AI
841
Atom Investors
Texas
$6.03M +$5.63M +20,961 +1,397%
SC
842
Savant Capital
Illinois
$6.02M +$1.9M +7,089 +46%
TFS
843
Thoroughbred Financial Services
Tennessee
$5.99M -$6.17K -23 -0.1%
RDWM
844
Red Door Wealth Management
Tennessee
$5.99M +$436K +1,626 +8%
FC
845
FORA Capital
Florida
$5.98M +$5.98M +22,291 New
SWM
846
Selective Wealth Management
Virginia
$5.93M -$174K -681 -3%
DJSG
847
D.J. St. Germain
Massachusetts
$5.92M -$169K -630 -3%
SBFM
848
S-Bank Fund Management
Finland
$5.89M +$5.89M +21,965 New
SW
849
SteelPeak Wealth
California
$5.81M +$1.26M +4,686 +28%
WTFG
850
Wells Trecaso Financial Group
Ohio
$5.81M +$5.81M +21,645 New
32 33
34
35 36