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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 %
RAM
851
Roanoke Asset Management
New Jersey
$5.79M – – –
GMFG
852
Greater Midwest Financial Group
Minnesota
$5.76M +$247K +920 +4%
KCM
853
Kornitzer Capital Management
Kansas
$5.75M -$322K -1,200 -5%
MIC
854
Means Investment Company
Maine
$5.75M -$5.45M -20,318 -49%
VVP
855
Venture Visionary Partners
Ohio
$5.74M -$1.08M -4,028 -16%
YIA
856
YHB Investment Advisors
Connecticut
$5.74M +$327K +1,217 +6%
DT
857
Diversified Trust
Tennessee
$5.73M +$1.46M +5,457 +34%
VA
858
VestGen Advisors
Illinois
$5.72M +$5.72M +21,299 New
DF
859
DNCA Finance
France
$5.66M -$3.49M -13,000 -38%
TCOK
860
Trust Company of Kansas
Kansas
$5.65M -$77K -287 -1%
RCM
861
RB Capital Management
Nevada
$5.64M -$47.8K -178 -0.8%
GS
862
GWN Securities
Florida
$5.64M +$5.32M +18,385 +1,671%
NP
863
NorthRock Partners
Minnesota
$5.64M +$93.1K +347 +2%
S
864
SignatureFD
Georgia
$5.62M +$301K +1,120 +6%
GSEP
865
Golden State Equity Partners
California
$5.6M +$20.9K +78 +0.4%
LTAS
866
Linden Thomas Advisory Services
North Carolina
$5.6M +$218K +814 +4%
MIP
867
Mondrian Investment Partners
United Kingdom
$5.56M – – –
HCA
868
Harbor Capital Advisors
Illinois
$5.56M +$2.21M +8,228 +66%
ISB
869
Iowa State Bank
Iowa
$5.54M -$110K -411 -2%
LI
870
Louisbourg Investments
New Brunswick, Canada
$5.54M +$666K +3,170 +14%
BP
871
Ballentine Partners
Massachusetts
$5.53M +$228K +851 +4%
SIA
872
SeaBridge Investment Advisors
New Jersey
$5.5M +$107K +399 +2%
HIC
873
Hartline Investment Corp
Illinois
$5.48M -$3.39M -12,646 -38%
TA
874
Trivest Advisors
Hong Kong
$5.45M -$77.1M -287,208 -93%
DAS
875
Dynamic Advisor Solutions
Arizona
$5.44M +$5.44M +20,270 New
33 34
35
36 37