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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 %
HBT
926
Hills Bank & Trust
Iowa
$4.79M +$36.2K +135 +0.8%
MAS
927
Meeder Advisory Services
Ohio
$4.78M +$175K +653 +4%
FMI
928
F/M Investments
District of Columbia
$4.78M -$1.63M -6,081 -25%
QCG
929
Quadrant Capital Group
Ohio
$4.76M +$2.67M +9,953 +128%
SAM
930
Stansberry Asset Management
Texas
$4.74M +$3.54M +13,176 +292%
MKA
931
M. Kulyk & Associates
Georgia
$4.72M -$29.3K -109 -0.6%
LA
932
LM Advisors
California
$4.72M +$55.5K +207 +1%
TCCM
933
Timber Creek Capital Management
Massachusetts
$4.72M +$19.3K +72 +0.4%
AFG
934
Atomi Financial Group
New York
$4.71M +$713K +2,656 +18%
CRB
935
Chad R. Baker
$4.7M +$2.34M +8,735 +99%
SS
936
SBI Securities
Japan
$4.69M +$323K +1,205 +7%
FRA
937
Frank Rimerman Advisors
California
$4.68M -$171K -637 -4%
CCA
938
Checchi Capital Advisers
California
$4.65M +$140K +522 +3%
SC
939
SouthState Corp
Florida
$4.64M +$148K +552 +3%
CWP
940
Cyndeo Wealth Partners
Florida
$4.64M -$840K -3,130 -15%
HCA
941
Harbour Capital Advisors
Virginia
$4.63M +$183K +718 +4%
OHIS
942
Oak Harvest Investment Services
Texas
$4.63M +$1.12M +4,190 +32%
BFW
943
Brady Family Wealth
Missouri
$4.62M -$96.3K -359 -2%
OA
944
Oak Associates
Ohio
$4.61M +$268 +1 +0%
SW
945
SVB Wealth
Massachusetts
$4.58M +$215K +803 +5%
CI
946
Cavalier Investments
Georgia
$4.56M -$7.51K -28 -0.2%
EWM
947
Elite Wealth Management
Washington
$4.56M -$283K -1,053 -6%
MSA
948
MUFG Securities Americas
New York
$4.55M +$759K +2,828 +20%
ITFISA
949
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.55M -$991K -3,691 -18%
OL
950
Optas LLC
Texas
$4.53M -$1.52M -5,649 -25%
36 37
38
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