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 %
SWM
1151
Sculati Wealth Management
Michigan
$2.72M -$2.68K -10 -0.1%
AWM
1152
Axxcess Wealth Management
California
$2.72M -$379K -1,411 -12%
GWMIA
1153
Global Wealth Management Investment Advisory
Florida
$2.72M +$282K +1,051 +12%
GIS
1154
Graphene Investments SAS
France
$2.71M +$349K +1,300 +15%
JGCM
1155
Joseph Group Capital Management
Ohio
$2.7M +$340K +1,268 +14%
PL
1156
Perpetual Ltd
Australia
$2.69M +$563K +2,097 +26%
BRG
1157
Bay Rivers Group
Virginia
$2.69M -$36.8K -137 -1%
PCM
1158
Penserra Capital Management
California
$2.69M -$1.3M -4,834 -33%
NAG
1159
Northstar Advisory Group
New Jersey
$2.69M +$1.34K +5 +0%
CHCM
1160
Columbus Hill Capital Management
New Jersey
$2.68M – – –
AP
1161
Advisors Preferred
Maryland
$2.67M +$2.67M +9,900 New
AFC
1162
AFT Forsyth & Company
Florida
$2.67M +$26.8K +100 +1%
BTI
1163
Blue Trust Inc
Georgia
$2.67M +$232K +865 +10%
NF
1164
Nikulski Financial
Iowa
$2.67M +$53.7K +200 +2%
UW
1165
Unique Wealth
Florida
$2.66M +$559K +2,083 +27%
NSB
1166
Norway Savings Bank
Maine
$2.64M +$62K +231 +2%
TIA
1167
Tiemann Investment Advisors
California
$2.64M -$13.4K -50 -0.5%
DWA
1168
Douglass Winthrop Advisors
New York
$2.63M -$204K -760 -7%
ECM
1169
Element Capital Management
New York
$2.61M +$2.61M +9,712 New
UBG
1170
United Bank (Georgia)
Georgia
$2.6M +$384K +1,430 +17%
VNA
1171
Valley National Advisers
Pennsylvania
$2.59M +$84K +313 +3%
SCP
1172
Shorepoint Capital Partners
Massachusetts
$2.58M +$257K +957 +11%
FAIM
1173
Financial Advocates Investment Management
Washington
$2.57M +$111K +412 +4%
XT
1174
XTX Topco
Cayman Islands
$2.56M -$1.08M -4,039 -30%
WF
1175
Welch & Forbes
Massachusetts
$2.56M +$35.2K +131 +1%
45 46
47
48 49