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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 200 funds opening new positions, 1,464 increasing their positions, 976 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,910
Holders Change
-155
Holders Change %
-5.06%
% of All Funds
39.54%
Holding in Top 10
77
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-41.22%
% of All Funds
1.05%
New
200
Increased
1,464
Reduced
976
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
$1.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.2B
3
BlackRock
BlackRock
New York
$21.5B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$657M
5
LP
Longview Partners
Guernsey
$468M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.66B
2
Fisher Asset Management
Fisher Asset Management
Washington
$2.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.58B
4
Capital International Investors
Capital International Investors
California
$3.64B
5
Capital World Investors
Capital World Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
76
Sustainable Growth Advisers
Connecticut
$437M +$120M +446,742 +38%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$427M +$25.8M +95,957 +6%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$425M +$315M +1,175,463 +287%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$420M -$96.2M -358,354 -19%
First Manhattan
80
First Manhattan
New York
$414M -$4.72M -17,572 -1%
Axa
81
Axa
France
$399M +$98.3M +366,192 +33%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$397M -$1.73M -6,448 -0.4%
Robeco Institutional Asset Management
83
Robeco Institutional Asset Management
Netherlands
$396M +$150M +559,880 +61%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$390M -$49.2M -183,493 -11%
ATN
85
AMF Tjänstepension
Sweden
$378M +$59.1M +220,090 +18%
Stifel Financial
86
Stifel Financial
Missouri
$353M +$18.8M +70,105 +6%
CWP
87
Capital Wealth Planning
Florida
$346M +$346M +1,289,005 New
Diamond Hill Capital Management
88
Diamond Hill Capital Management
Ohio
$345M +$345M +1,285,958 New
LPL Financial
89
LPL Financial
California
$344M +$57.6M +214,980 +20%
Lazard Asset Management
90
Lazard Asset Management
New York
$339M +$167M +622,441 +97%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$324M +$7.12M +26,529 +2%
DekaBank Deutsche Girozentrale
92
DekaBank Deutsche Girozentrale
Germany
$323M -$2.72M -10,313 -0.8%
Baillie Gifford & Co
93
Baillie Gifford & Co
United Kingdom
$321M +$321M +1,197,896 New
KBC Group
94
KBC Group
Belgium
$321M -$56.3M -209,887 -15%
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$318M +$3.23M +12,037 +1%
Prudential Financial
96
Prudential Financial
New Jersey
$315M -$7.6M -28,312 -2%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$310M +$112M +418,263 +57%
Allianz Asset Management
98
Allianz Asset Management
Germany
$306M +$54M +201,223 +21%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$305M +$3.54M +13,194 +1%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$301M +$38.7M +144,219 +15%
2 3
4
5 6