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 %
GLA
1201
Good Life Advisors
Pennsylvania
$2.47M +$1.99M +7,401 +414%
SAM
1202
Smartleaf Asset Management
Massachusetts
$2.46M +$95K +352 +4%
I
1203
INVST
Indiana
$2.46M -$2.22M -8,268 -47%
SFM
1204
Sphera Funds Management
Israel
$2.44M +$2.44M +9,100 New
DCA
1205
DSG Capital Advisors
Minnesota
$2.44M -$159K -593 -6%
MGIA
1206
Moneta Group Investment Advisors
Missouri
$2.43M -$235K -877 -9%
LHC
1207
Little House Capital
Massachusetts
$2.43M +$110K +411 +5%
ITC
1208
Inspire Trust Company
Nevada
$2.42M +$939K +3,500 +64%
LMKC
1209
L.M. Kohn & Company
Ohio
$2.41M +$168K +626 +7%
HCM
1210
Howard Capital Management
Georgia
$2.41M +$719K +2,681 +43%
DAS
1211
Diversify Advisory Services
Utah
$2.4M +$434K +1,619 +22%
CNC
1212
Citizens & Northern Corp
Pennsylvania
$2.39M -$33K -123 -1%
OHWP
1213
Oak Harbor Wealth Partners
North Carolina
$2.39M -$67.9K -253 -3%
UOC
1214
UBS O'Connor
Illinois
$2.39M -$6.71M -25,000 -74%
WA
1215
Wealth Alliance
New York
$2.37M +$278K +1,035 +13%
RWB
1216
RMR Wealth Builders
New Jersey
$2.37M +$167K +623 +8%
HG
1217
Herbst Group
Connecticut
$2.36M -$53.7K -200 -2%
BWG
1218
Boomfish Wealth Group
Georgia
$2.36M -$22.5K -84 -0.9%
CC
1219
Centiva Capital
New York
$2.36M +$2.18M +8,123 +1,203%
CG
1220
Carmignac Gestion
France
$2.36M +$1.1M +4,107 +88%
CHAM
1221
Clear Harbor Asset Management
Connecticut
$2.36M +$271K +1,008 +13%
FCB
1222
First County Bank
Connecticut
$2.35M +$1.04M +3,878 +80%
EWM
1223
Empirical Wealth Management
Washington
$2.34M +$717K +2,672 +44%
TSWM
1224
Triangle Securities Wealth Management
North Carolina
$2.34M -$14.2K -53 -0.6%
CPIG
1225
Chicago Partners Investment Group
Illinois
$2.33M +$130K +466 +6%
47 48
49
50 51