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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 %
CCMG
1026
Clark Capital Management Group
Pennsylvania
$3.64M -$3.61M -13,449 -50%
KIA
1027
KCM Investment Advisors
California
$3.63M +$19.9K +74 +0.5%
WR
1028
WD Rutherford
Oregon
$3.57M +$15K +59 +0.4%
RA
1029
RFG Advisory
Alabama
$3.54M +$282K +1,051 +9%
RBA
1030
Richard Bernstein Advisors
New York
$3.54M -$149K -556 -4%
SAM
1031
Silphium Asset Management
United Kingdom
$3.54M +$1.53M +5,695 +76%
NGA
1032
Naples Global Advisors
Florida
$3.52M +$431K +1,607 +14%
WAS
1033
Winch Advisory Services
Wisconsin
$3.51M +$26.3K +98 +0.8%
AF
1034
Ally Financial
Michigan
$3.49M +$3.49M +13,000 New
CGIM
1035
Capital Group Investment Management
Singapore
$3.48M +$95.5K +356 +3%
TFA
1036
Transamerica Financial Advisors
Florida
$3.47M -$36K -134 -1%
IA
1037
Icon Advisers
Colorado
$3.46M – – –
RWM
1038
Rockline Wealth Management
New York
$3.44M +$159K +593 +5%
SAS
1039
Stelac Advisory Services
New York
$3.42M +$19.1K +71 +0.6%
TPA
1040
Trivium Point Advisory
Connecticut
$3.41M +$84K +313 +3%
RFL
1041
RD Finance Ltd
Cyprus
$3.39M +$3.39M +12,645 New
CWI
1042
Conscious Wealth Investments
Florida
$3.39M +$605K +2,197 +22%
CP
1043
Cumberland Partners
Ontario, Canada
$3.38M +$403K +1,500 +14%
NS
1044
NBC Securities
Alabama
$3.38M +$3.37M +12,569 +114,264%
Simplex Trading
1045
Simplex Trading
Illinois
$3.35M -$4.21M -15,705 -56%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M -$44.5K -166 -1%
EWA
1047
Evolution Wealth Advisors
Florida
$3.33M +$3.33M +12,410 New
HW
1048
Hancock Whitney
Mississippi
$3.33M +$88.8K +331 +3%
BWM
1049
Bulltick Wealth Management
Florida
$3.31M +$397K +1,478 +14%
CAMG
1050
CWA Asset Management Group
Florida
$3.31M -$903K -3,366 -21%
40 41
42
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