CRM icon

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 %
IBOK
1076
Independence Bank of Kentucky
Kentucky
$3.17M -$172K -640 -5%
OCA
1077
Otter Creek Advisors
Florida
$3.15M -$215K -800 -6%
WCF
1078
West Coast Financial
California
$3.14M +$3.14M +11,719 New
TPW
1079
Transatlantique Private Wealth
New York
$3.14M -$132K -491 -4%
BWM
1080
BigSur Wealth Management
Florida
$3.14M +$456K +1,700 +17%
RPI
1081
Railway Pension Investments
United Kingdom
$3.14M +$3.14M +11,700 New
GI
1082
GS Investments
Minnesota
$3.14M +$1.07K +4 +0%
FPAS
1083
Focus Partners Advisor Solutions
Missouri
$3.14M +$135K +503 +4%
CIA
1084
Cohen Investment Advisors
New Hampshire
$3.13M +$122K +456 +4%
CNBT
1085
Canandaigua National Bank & Trust
New York
$3.13M +$91K +339 +3%
HIA
1086
Harbor Investment Advisory
Maryland
$3.13M -$40.7K -368 -1%
DWP
1087
Destiny Wealth Partners
Florida
$3.12M +$152K +568 +5%
QI
1088
Qtron Investments
Massachusetts
$3.1M -$254K -945 -8%
TNA
1089
True North Advisors
Texas
$3.1M -$642K -2,394 -17%
1WA
1090
180 Wealth Advisors
Washington
$3.09M +$315K +1,173 +11%
CGL
1091
Clarius Group LLC
Washington
$3.07M +$413K +1,540 +16%
CA
1092
CGN Advisors
Kansas
$3.07M +$250K +933 +9%
CW
1093
CreativeOne Wealth
Kansas
$3.06M +$644K +2,400 +27%
IPW
1094
IronBridge Private Wealth
Texas
$3.06M +$3.06M +11,386 New
OFS
1095
OMC Financial Services
New York
$3.04M -$16.4K -61 -0.5%
HFRG
1096
Houlihan Financial Resource Group
Virginia
$3.04M -$103K -384 -3%
SCM
1097
SCS Capital Management
Massachusetts
$3.01M +$3.01M +11,228 New
AWA
1098
Arete Wealth Advisors
Illinois
$3.01M +$1.6M +6,005 +113%
P
1099
Pitcairn
Pennsylvania
$3M -$191K -712 -6%
JFG
1100
Jefferies Financial Group
New York
$3M -$7.31M -27,255 -71%
42 43
44
45 46