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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 %
FFP
951
FourThought Financial Partners
Florida
$4.51M -$62.5K -233 -1%
AI
952
AXS Investments
New York
$4.51M -$111K -412 -2%
SCP
953
Sandhill Capital Partners
New York
$4.49M +$4.49M +16,731 New
RWM
954
RBA Wealth Management
California
$4.49M +$73.3K +273 +2%
HCM
955
Hudson Capital Management
New Jersey
$4.47M +$105K +391 +2%
FTWA
956
Fifth Third Wealth Advisors
Ohio
$4.46M +$512K +1,906 +13%
ACM
957
Aljian Capital Management
Nevada
$4.45M +$19.3K +72 +0.4%
FFWA
958
FRG Family Wealth Advisors
Washington
$4.42M -$141K -526 -3%
AG
959
AlTi Global
New York
$4.42M -$538K -2,006 -11%
PSC
960
Prentiss Smith & Co
Vermont
$4.4M -$14.5K -54 -0.3%
PAM
961
Pegasus Asset Management
New York
$4.4M +$64.7K +241 +1%
PCM
962
Parsons Capital Management
Rhode Island
$4.38M -$93.7K -349 -2%
AF
963
Arrow Financial
New York
$4.36M -$2.68M -9,993 -38%
NIM
964
Nicollet Investment Management
Minnesota
$4.33M +$254K +945 +6%
RWA
965
Roberts Wealth Advisors
California
$4.32M +$1.35M +5,027 +45%
SC
966
Savoie Capital
Illinois
$4.31M – – –
AG
967
Ascent Group
Virginia
$4.3M -$39.7K -148 -0.9%
CCM
968
Condor Capital Management
New Jersey
$4.3M -$85.3K -318 -2%
DLCIG
969
D.L. Carlson Investment Group
New Hampshire
$4.29M -$92.3K -344 -2%
WPC
970
Wedmont Private Capital
Pennsylvania
$4.29M +$39.5K +155 +0.9%
LW
971
Linscomb Wealth
Texas
$4.28M +$24.2K +90 +0.6%
GM
972
GeoWealth Management
Illinois
$4.28M -$333K -1,242 -7%
FIB
973
First Interstate Bank
Montana
$4.25M -$138K -515 -3%
RCM
974
RNC Capital Management
California
$4.2M +$4.02M +14,976 +2,225%
SAI
975
Systematic Alpha Investments
New Jersey
$4.19M – – –
37 38
39
40 41