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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 %
ARC
1051
Advisor Resource Council
Texas
$3.31M +$3.31M +14,343 New
AMCA
1052
Arthur M. Cohen & Associates
Illinois
$3.3M -$53.1K -198 -2%
MC
1053
Mathes Company
New York
$3.3M +$2.64M +9,823 +397%
WSCM
1054
Wellington Shields Capital Management
New York
$3.3M +$188K +700 +6%
GJWM
1055
Gilliland Jeter Wealth Management
Arkansas
$3.3M -$48.3K -180 -1%
POIA
1056
Pin Oak Investment Advisors
Texas
$3.3M +$3.25M +12,040 +7,210%
FWM
1057
Finer Wealth Management
Massachusetts
$3.28M +$46.2K +172 +1%
HIP
1058
Harrell Investment Partners
Texas
$3.27M -$245K -913 -7%
IUHSA
1059
Itau Unibanco Holding S.A.
Brazil
$3.27M +$1.8M +6,721 +123%
CC
1060
Courier Capital
New York
$3.26M -$225K -837 -6%
IAS
1061
Insigneo Advisory Services
Florida
$3.26M +$765K +2,851 +31%
FCP
1062
Fidelis Capital Partners
Florida
$3.25M +$100K +375 +3%
TAP
1063
Tounjian Advisory Partners
Florida
$3.25M +$3.25M +12,100 New
MWM
1064
Marion Wealth Management
Pennsylvania
$3.24M +$2.95M +10,990 +1,027%
WWM
1065
Western Wealth Management
Colorado
$3.23M +$198K +736 +7%
JWCA
1066
J.W. Cole Advisors
Florida
$3.23M +$470K +1,752 +17%
FFA
1067
Fragasso Financial Advisors
Pennsylvania
$3.22M -$2.37M -8,846 -42%
NHT
1068
New Hampshire Trust
New Hampshire
$3.22M +$4.56K +17 +0.1%
KLWA
1069
Kelly Lawrence W & Associates
California
$3.21M -$75.1K -280 -2%
MA
1070
Mutual Advisors
Nebraska
$3.2M +$321K +1,200 +11%
OAM
1071
Occidental Asset Management
California
$3.18M +$185K +691 +6%
MFS
1072
Mirabella Financial Services
United Kingdom
$3.17M +$2.92M +10,801 +1,137%
CPBTD
1073
Central Pacific Bank - Trust Division
Hawaii
$3.17M -$1.03M -3,837 -25%
HH
1074
Hilltop Holdings
Texas
$3.17M +$227K +847 +8%
B
1075
Bensler
Washington
$3.17M +$3.17M +11,807 New
41 42
43
44 45