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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 %
SCP
1226
Sender Company & Partners
New York
$2.33M +$2.33M +8,688 New
MSK
1227
Melissa S. Kampmann
$2.31M +$40.3K +150 +2%
APIM
1228
Agate Pass Investment Management
Washington
$2.3M +$366K +1,364 +19%
BIG
1229
Brooklyn Investment Group
New York
$2.29M +$255K +950 +13%
RCA
1230
Resonant Capital Advisors
Wisconsin
$2.29M +$153K +569 +7%
EWA
1231
EverSource Wealth Advisors
Alabama
$2.28M +$290K +1,082 +15%
NCM
1232
Nelson Capital Management
California
$2.28M +$83.7K +312 +4%
JWBC
1233
J.W. Burns & Co
New York
$2.28M -$135K -502 -6%
BCM
1234
Bridgeway Capital Management
Texas
$2.27M +$1.07M +3,970 +88%
SSWM
1235
Smith Salley Wealth Management
North Carolina
$2.27M +$811K +3,024 +56%
SIG
1236
Stonegate Investment Group
Alabama
$2.27M +$18K +67 +0.8%
VCM
1237
Verde Capital Management
Michigan
$2.26M +$76.8K +286 +4%
WAP
1238
Wealthcare Advisory Partners
Pennsylvania
$2.26M -$101K -376 -4%
SFP
1239
Shepherd Financial Partners
Massachusetts
$2.25M +$16.6K +62 +0.7%
DA
1240
Dover Advisors
Virginia
$2.25M +$443K +1,651 +24%
RWP
1241
RWA Wealth Partners
Massachusetts
$2.25M -$711K -2,651 -24%
SG
1242
StoneX Group
New York
$2.24M +$139K +518 +7%
WANY
1243
Wealthspire Advisors (New York)
New York
$2.23M +$114K +426 +5%
FGAM
1244
Financial Gravity Asset Management
Texas
$2.23M +$2.23M +8,310 New
LF
1245
LifePlan Financial
Minnesota
$2.23M +$2.42K +9 +0.1%
CWAG
1246
Compton Wealth Advisory Group
Virginia
$2.22M +$32.7K +122 +1%
GL
1247
Graypoint LLC
New York
$2.22M -$28.2K -105 -1%
Polen Capital Management
1248
Polen Capital Management
Florida
$2.22M -$3.04M -11,325 -58%
A
1249
AlphaQuest
New York
$2.21M +$1.56M +5,821 +239%
TC
1250
TwinBeech Capital
New York
$2.2M -$2.37M -8,830 -52%
48 49
50
51 52