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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 %
BHIA
1126
Birch Hill Investment Advisors
Massachusetts
$2.82M +$49.1K +183 +2%
SLI
1127
Sumitomo Life Insurance
Japan
$2.82M -$43.2K -161 -2%
FFM
1128
Forum Financial Management
Illinois
$2.81M -$17.7K -66 -0.6%
DACS
1129
Dymon Asia Capital (Singapore)
Singapore
$2.81M +$2.81M +10,454 New
WP
1130
WealthShield Partners
North Carolina
$2.8M +$505K +1,882 +22%
CHP
1131
Cable Hill Partners
Oregon
$2.79M -$21.8K -81 -0.8%
GLR
1132
Great Lakes Retirement
Ohio
$2.78M +$185K +691 +7%
IIA
1133
IPG Investment Advisors
California
$2.78M -$1.52M -5,661 -35%
KAS
1134
KPP Advisory Services
Kentucky
$2.78M +$801K +2,983 +40%
MIS
1135
Morningstar Investment Services
Illinois
$2.78M -$4.13M -15,403 -60%
IFWM
1136
Institute for Wealth Management
Colorado
$2.77M -$15.8K -59 -0.6%
OM
1137
OV Management
Minnesota
$2.77M -$402K -1,498 -13%
KIM
1138
Kestra Investment Management
Texas
$2.77M +$1.78M +6,632 +180%
ETC
1139
Exchange Traded Concepts
Oklahoma
$2.77M +$1.69M +6,290 +156%
HCMT
1140
Highland Capital Management (Tennessee)
Tennessee
$2.76M -$707K -2,633 -20%
PNAA
1141
Pictet North America Advisors
Switzerland
$2.76M +$90.7K +338 +3%
ACS
1142
Archford Capital Strategies
Illinois
$2.76M +$603K +2,247 +28%
SA
1143
Strategic Advisors
New York
$2.76M -$4.1M -15,261 -60%
VWM
1144
Venturi Wealth Management
Texas
$2.75M +$91.8K +342 +3%
MG
1145
Mather Group
Illinois
$2.75M +$1.83M +6,809 +199%
SI
1146
Scharf Investments
California
$2.75M -$34.6K -129 -1%
PHK
1147
Point72 Hong Kong
Hong Kong
$2.74M -$1.34M -4,997 -33%
MNBTD
1148
Moody National Bank Trust Division
Texas
$2.74M +$6.44K +24 +0.2%
MGP
1149
M&G plc
United Kingdom
$2.74M -$914K -3,411 -25%
SWM
1150
Segment Wealth Management
Texas
$2.73M +$172K +641 +7%
44 45
46
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