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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 %
AWP
1276
Ascent Wealth Partners
New York
$2.09M +$42.1K +157 +2%
JPWM
1277
Jamison Private Wealth Management
Georgia
$2.08M +$6.44K +24 +0.3%
PCG
1278
PFC Capital Group
California
$2.08M -$28.4K -106 -1%
BAM
1279
Belpointe Asset Management
Nevada
$2.08M +$992K +3,694 +91%
IA
1280
Integrity Alliance
Iowa
$2.08M +$1.77M +6,578 +568%
HA
1281
Harfst & Associates
Wyoming
$2.07M +$34.1K +127 +2%
NL
1282
Navalign LLC
California
$2.07M -$25K -93 -1%
BSB
1283
Bangor Savings Bank
Maine
$2.07M -$41.6K -155 -2%
UB
1284
Umpqua Bank
Oregon
$2.07M +$78.9K +294 +4%
NB
1285
Nicolet Bankshares
Wisconsin
$2.06M -$101K -377 -5%
IB
1286
Intrust Bank
Kansas
$2.06M +$131K +489 +7%
FIC
1287
FCG Investment Company
Tennessee
$2.05M +$2.05M +7,654 New
EWM
1288
EPG Wealth Management
Georgia
$2.05M +$106K +395 +5%
TFGT
1289
TS Financial Group (TSFG)
Illinois
$2.05M +$4.29K +16 +0.2%
BAM
1290
Beaumont Asset Management
Texas
$2.05M +$4.29K +16 +0.2%
SWK
1291
Stephen W. Kidder
$2.05M +$997K +3,714 +95%
BMCM
1292
Bryn Mawr Capital Management
Pennsylvania
$2.05M +$62.5K +233 +3%
AI
1293
Arvest Investments
Arkansas
$2.05M +$1.78M +6,643 +673%
AAS
1294
Ameritas Advisory Services
Nebraska
$2.05M -$117K -410 -5%
GIM
1295
Goelzer Investment Management
Indiana
$2.03M +$2.03M +7,562 New
PWP
1296
Pursue Wealth Partners
California
$2.03M +$665K +2,477 +49%
WMP
1297
Wealth Management Partners
Arizona
$2.03M -$12.1K -45 -0.6%
CCG
1298
Ceeto Capital Group
Florida
$2.01M – – –
CAMV
1299
Concord Asset Management (Virginia)
Virginia
$2M +$196K +782 +11%
SIA
1300
Schechter Investment Advisors
Michigan
$2M -$312K -1,162 -13%
50 51
52
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