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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 %
MTIC
1176
Missouri Trust & Investment Company
Missouri
$2.55M +$30.3K +113 +1%
ES
1177
Eagle Strategies
New York
$2.54M +$1.98M +7,390 +354%
SAG
1178
SageView Advisory Group
California
$2.54M -$170K -632 -6%
PAM
1179
Paradigm Asset Management
New York
$2.54M – – –
CTC
1180
Cetera Trust Company
Minnesota
$2.53M -$40.3K -150 -2%
CPC
1181
CFC Planning Company
Indiana
$2.53M +$219K +815 +9%
ZF
1182
Zhang Financial
Michigan
$2.53M +$641K +2,390 +34%
PPWP
1183
Premier Path Wealth Partners
New Jersey
$2.53M +$150K +560 +6%
MCM
1184
Maytus Capital Management
New York
$2.51M -$5.27M -19,629 -68%
SFS
1185
Sowell Financial Services
Arkansas
$2.51M +$2.51M +9,345 New
PTC
1186
Private Trust Company
Ohio
$2.51M +$203K +756 +9%
DCM
1187
Davidson Capital Management
Texas
$2.51M -$1.03M -3,850 -29%
AI
1188
Aperture Investors
New York
$2.51M -$1.42M -5,277 -36%
VFA
1189
Voya Financial Advisors
Connecticut
$2.51M -$45.6K -169 -2%
KTM
1190
Keeler Thomas Management
Utah
$2.5M -$1.35M -5,013 -35%
CI
1191
Cigna Investments
Connecticut
$2.5M -$55.3K -206 -2%
PWCM
1192
Processus Wealth & Capital Management
Tennessee
$2.5M +$17.2K +64 +0.7%
COI
1193
Connable Office Inc
Michigan
$2.5M -$38.4K -143 -2%
NW
1194
Naviter Wealth
Arkansas
$2.49M +$11.3K +42 +0.5%
HS
1195
HighVista Strategies
Massachusetts
$2.49M -$80.5K -300 -3%
BCM
1196
Boltwood Capital Management
California
$2.49M -$49.1K -183 -2%
PWP
1197
Principle Wealth Partners
Connecticut
$2.48M +$13.4K +50 +0.5%
AFS
1198
Aft Forsyth & Sober
Florida
$2.48M +$26.8K +100 +1%
SAM
1199
Secure Asset Management
Michigan
$2.48M +$508K +1,893 +26%
AIP
1200
Ameritas Investment Partners
Nebraska
$2.48M -$22.8K -85 -0.9%
46 47
48
49 50