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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 %
FCM
976
Fortis Capital Management
Washington
$4.17M +$425K +1,585 +11%
TCM
977
Twin Capital Management
Pennsylvania
$4.15M -$2M -7,444 -33%
WAOTB
978
Wealth Advisors of Tampa Bay
Florida
$4.15M +$121K +450 +3%
BDL
979
Bey-Douglas LLC
Georgia
$4.14M -$26K -97 -0.6%
WWA
980
WCG Wealth Advisors
Nevada
$4.12M -$164K -612 -4%
AFA
981
Arlington Financial Advisors
California
$4.09M +$14.2K +53 +0.3%
KFS
982
Kurt F. Somerville
$4.08M +$1.78M +6,638 +78%
AWM
983
Avior Wealth Management
Nebraska
$4.06M -$686K -2,556 -14%
SPG
984
Strategic Planning Group
Utah
$4.06M -$242K -902 -6%
GIC
985
Generali Investments CEE
Czech Republic
$4.05M -$85.3K -318 -2%
TW
986
TritonPoint Wealth
Maryland
$4.05M +$42.7K +159 +1%
IRAG
987
Investment Research & Advisory Group
Georgia
$4.04M +$8.86K +33 +0.2%
CIG
988
Cullen Investment Group
Louisiana
$4.04M -$527K -1,964 -12%
VIA
989
Vickerman Investment Advisors
Washington
$4.03M +$395K +1,472 +11%
MPPLM
990
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.03M -$188K -702 -4%
PIMJS
991
PKO Investment Management Joint-Stock
Poland
$4.03M +$4.03M +15,000 New
EDRH
992
Edmond de Rothschild Holding
Switzerland
$4.02M -$638K -2,378 -14%
TCOT
993
Trust Company of Toledo
Ohio
$4.01M -$4.03K -15 -0.1%
SC
994
Sepio Capital
Utah
$4M -$104K -386 -3%
MA
995
Modus Advisors
Minnesota
$3.97M +$105K +390 +3%
WIS
996
Wright Investors Service
Connecticut
$3.97M +$1.2M +4,461 +43%
PIM
997
Progressive Investment Management
Oregon
$3.97M -$67.1K -250 -2%
1C
998
111 Capital
France
$3.96M +$2.51M +9,365 +173%
YDMI
999
Y.D. More Investments
Israel
$3.94M -$1.15M -4,300 -23%
CCP
1000
Clarity Capital Partners
California
$3.93M -$128K -477 -3%
38 39
40
41 42