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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 %
DBG
1001
De Burlo Group
Massachusetts
$3.92M -$255K -950 -6%
AIM
1002
Aigen Investment Management
New York
$3.92M +$2.46M +9,185 +169%
SL
1003
Siren LLC
Connecticut
$3.92M +$3.92M +14,600 New
NB
1004
NBT Bank
New York
$3.85M +$105K +391 +3%
BHWM
1005
Bar Harbor Wealth Management
New Hampshire
$3.85M -$85.9K -320 -2%
HCM
1006
Hillman Capital Management
Maryland
$3.85M -$1.83M -6,824 -32%
CAM
1007
Cozad Asset Management
Illinois
$3.85M -$23.6K -88 -0.6%
IAN
1008
Integrated Advisors Network
Texas
$3.84M +$751K +2,800 +24%
RI
1009
Redwood Investments
Massachusetts
$3.84M +$115K +428 +3%
HZ
1010
Hixon Zuercher
Ohio
$3.84M +$63.1K +235 +2%
BHA
1011
Beech Hill Advisors
New York
$3.83M -$51K -190 -1%
GI
1012
GAMMA Investing
California
$3.8M +$463K +1,725 +14%
KHLMTHM
1013
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.8M – – –
RWM
1014
Ritholtz Wealth Management
New York
$3.79M +$139K +518 +4%
HAS
1015
HBW Advisory Services
California
$3.79M -$173K -645 -4%
SI
1016
Shaker Investments
Ohio
$3.79M +$1.85M +6,909 +96%
VCM
1017
Voleon Capital Management
California
$3.78M +$2.88M +10,736 +322%
ATPW
1018
Ashton Thomas Private Wealth
Arizona
$3.77M -$364K -1,356 -9%
JHCP
1019
Jackson Hole Capital Partners
Oklahoma
$3.76M +$51.8K +193 +1%
PGFC
1020
Peapack-Gladstone Financial Corp
New Jersey
$3.76M -$148K -552 -4%
NFC
1021
Northeast Financial Consultants
Connecticut
$3.75M -$597K -2,223 -14%
CF
1022
Centaurus Financial
California
$3.73M +$627K +2,338 +20%
IWM
1023
IHT Wealth Management
Illinois
$3.73M +$741K +2,759 +25%
JGUA
1024
John G. Ullman & Associates
New York
$3.69M +$63.3K +236 +2%
SWM
1025
Spire Wealth Management
Virginia
$3.66M -$184K -686 -5%
39 40
41
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