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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 %
MA
1101
Montag & Associates
Georgia
$2.99M +$2.39M +8,890 +395%
MJP
1102
Michael J. Puzo
$2.99M +$1.49M +5,548 +99%
SGA
1103
Strategic Global Advisors
California
$2.97M +$2.97M +11,074 New
KA
1104
Kovack Advisors
Florida
$2.97M +$263K +981 +10%
S
1105
Sachetta
Massachusetts
$2.97M +$9.39K +35 +0.3%
TAM
1106
Trust Asset Management
Texas
$2.96M -$50.5K -188 -2%
IA
1107
IFP Advisors
Florida
$2.96M +$347K +1,294 +13%
FM
1108
Freemont Management
Switzerland
$2.95M +$2.95M +11,000 New
SWM
1109
SeaCrest Wealth Management
New York
$2.95M -$246K -918 -8%
CWM
1110
Cabot Wealth Management
Massachusetts
$2.95M +$29K +108 +1%
EBT
1111
Enterprise Bank & Trust
Massachusetts
$2.93M +$6.17K +23 +0.2%
CA
1112
Cache Advisors
California
$2.92M +$370K +1,380 +15%
AA
1113
ALPS Advisors
Colorado
$2.9M +$753K +2,805 +35%
FHA
1114
Flagship Harbor Advisors
Massachusetts
$2.89M +$108K +401 +4%
RC
1115
Roundview Capital
New Jersey
$2.89M -$90.4K -337 -3%
MCM
1116
MV Capital Management
Maryland
$2.88M +$145K +542 +5%
BA
1117
Bristlecone Advisors
Washington
$2.88M +$957K +3,566 +50%
BCB
1118
Brian C. Broderick
$2.87M +$1.06M +3,932 +58%
ALAM
1119
Asahi Life Asset Management
Japan
$2.87M -$273K -1,018 -9%
IAM
1120
Impact Asset Management
$2.85M -$45.6K -170 -2%
GIM
1121
Generali Investments Management
Slovenia
$2.85M -$3.48M -12,959 -55%
AC
1122
Avestar Capital
New York
$2.84M +$120K +446 +4%
FB
1123
Fulton Bank
Pennsylvania
$2.83M +$4.03K +15 +0.1%
GGI
1124
GPM Growth Investors
Michigan
$2.83M +$26.8K +100 +1%
WBC
1125
Westpac Banking Corp
Australia
$2.83M +$140K +521 +5%
43 44
45
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