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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 %
CA
901
Cullinan Associates
Kentucky
$5.06M +$69.8K +260 +1%
SCM
902
Sone Capital Management
New York
$5.05M +$4.79M +17,850 +1,877%
DC
903
Davenport & Co
Virginia
$5.05M +$3.25M +12,120 +181%
WIC
904
Woodmont Investment Counsel
Tennessee
$5.02M +$94.2K +351 +2%
CAL
905
Capital Analysts LLC
Pennsylvania
$5M +$265K +986 +6%
QPWM
906
Quadrant Private Wealth Management
Pennsylvania
$4.99M +$237K +882 +5%
LSA
907
L & S Advisors
California
$4.97M -$1.72M -6,413 -26%
VI
908
Vestcor Inc
New Brunswick, Canada
$4.96M +$211K +786 +4%
WPP
909
Whalerock Point Partners
Rhode Island
$4.96M +$400K +1,490 +9%
CCAM
910
Codex Capital Asset Management
Texas
$4.96M – – –
AAM
911
Azzad Asset Management
Virginia
$4.95M +$142K +529 +3%
HWAM
912
Hennion & Walsh Asset Management
New Jersey
$4.91M +$492K +1,833 +11%
PT
913
Plimoth Trust
Massachusetts
$4.91M -$1.2M -4,456 -20%
USCWA
914
U.S. Capital Wealth Advisors
Texas
$4.9M +$308K +1,146 +7%
CI
915
Conning Inc
Connecticut
$4.9M +$264K +985 +6%
GC
916
Garde Capital
Washington
$4.87M +$310K +1,155 +7%
MYAM
917
Meiji Yasuda Asset Management
Japan
$4.86M +$15.8K +59 +0.3%
NRD
918
Nebula Research & Development
New York
$4.86M +$3.65M +13,609 +302%
PC
919
Promethos Capital
Massachusetts
$4.85M +$23.1K +86 +0.5%
DWT
920
Dorsey & Whitney Trust
South Dakota
$4.85M -$49.6K -185 -1%
IGAM
921
iA Global Asset Management
Quebec, Canada
$4.83M -$11.5M -42,913 -70%
JF
922
Jericho Financial
Ohio
$4.83M -$242K -900 -5%
HBCM
923
Heron Bay Capital Management
Michigan
$4.82M +$4.82M +17,947 New
AP
924
Americana Partners
Texas
$4.81M +$3.84M +14,303 +393%
FHA
925
First Horizon Advisors
Tennessee
$4.8M -$419K -1,563 -8%
35 36
37
38 39