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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 %
PWM
1251
Power Wealth Management
Georgia
$2.19M +$48.6K +181 +2%
DC
1252
DeDora Capital
California
$2.18M +$12.3K +46 +0.6%
CPC
1253
Congress Park Capital
New York
$2.18M -$84.3K -314 -4%
AC
1254
AXQ Capital
New Jersey
$2.17M +$1.61M +5,990 +284%
EWM
1255
Elmwood Wealth Management
California
$2.17M -$22.8K -85 -1%
CFCI
1256
Comprehensive Financial Consultants Institutional
Indiana
$2.16M +$39.2K +146 +2%
CRIG
1257
Charter Research & Investment Group
Connecticut
$2.16M – – –
MCCP
1258
Mission Creek Capital Partners
California
$2.16M -$72.5K -270 -3%
DFG
1259
Demars Financial Group
Washington
$2.14M -$300K -80,568 -12%
CCM
1260
Connective Capital Management
California
$2.14M +$2.14M +7,989 New
PWM
1261
Peterson Wealth Management
Nevada
$2.14M +$70.3K +262 +3%
CCM
1262
Chickasaw Capital Management
Tennessee
$2.14M -$49.7K -185 -2%
CCMT
1263
CMT Capital Markets Trading
Germany
$2.14M +$2.14M +7,975 New
RP
1264
Rice Partnership
Hawaii
$2.13M +$2.13M +7,942 New
BB
1265
Bell Bank
North Dakota
$2.13M -$176K -657 -8%
PIM
1266
Penobscot Investment Management
Massachusetts
$2.13M +$805 +3 +0%
SDIC
1267
South Dakota Investment Council
South Dakota
$2.13M – – –
KWA
1268
Kingswood Wealth Advisors
California
$2.13M +$29K +108 +1%
FWA
1269
FOCUS Wealth Advisors
Texas
$2.12M -$52.9K -197 -2%
HT
1270
Heritage Trust
Oklahoma
$2.11M +$341K +1,269 +19%
SFM
1271
Signet Financial Management
New Jersey
$2.11M -$33.8K -126 -2%
SAM
1272
Steinberg Asset Management
New York
$2.1M +$409K +1,523 +24%
FNFDCM
1273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.1M +$17.4K +65 +0.8%
PH
1274
Pinnacle Holdings
Oklahoma
$2.1M -$112K -417 -5%
FMB
1275
Field & Main Bank
Kentucky
$2.1M +$537 +2 +0%
49 50
51
52 53