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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 %
CWP
1301
Concord Wealth Partners
Virginia
$2M -$22.8K -85 -1%
CT
1302
Coastline Trust
Rhode Island
$1.99M +$293K +1,090 +17%
CPA
1303
Cardiff Park Advisors
California
$1.99M +$77.6K +289 +4%
SCP
1304
Stamos Capital Partners
California
$1.99M +$785K +2,924 +65%
KA
1305
Kerrisdale Advisers
Florida
$1.98M -$999K -3,722 -34%
CFFP
1306
Center for Financial Planning
Michigan
$1.98M +$3.22K +12 +0.2%
BC
1307
Burney Company
Virginia
$1.97M -$286K -1,065 -13%
HCCM
1308
Hudson Canyon Capital Management
New York
$1.97M – – –
SIP
1309
Stoneridge Investment Partners
Pennsylvania
$1.97M -$1.93M -7,182 -50%
KTC
1310
Kentucky Trust Company
Kentucky
$1.96M -$25.5K -95 -1%
OGF
1311
Orin Green Financial
California
$1.96M +$1.96M +8,300 New
PWP
1312
Perfromance Wealth Partners
Illinois
$1.96M -$14.8K -55 -0.7%
RMC
1313
Resources Management Corp
Connecticut
$1.96M +$453K +1,689 +30%
AF
1314
Atala Financial
California
$1.96M +$394K +1,467 +25%
NP
1315
Nilsine Partners
Colorado
$1.95M -$52.6K -196 -3%
AWMT
1316
AAFMAA Wealth Management & Trust
North Carolina
$1.95M +$160K +597 +9%
LS
1317
Leelyn Smith
Illinois
$1.94M +$40.5K +151 +2%
AAM
1318
Augustine Asset Management
Florida
$1.94M – – –
TWM
1319
Thrive Wealth Management
Pennsylvania
$1.94M -$144K -537 -7%
CFG
1320
Cooper Financial Group
California
$1.94M +$179K +668 +10%
DWM
1321
Dakota Wealth Management
Florida
$1.94M -$13M -48,505 -87%
ACM
1322
AlphaStar Capital Management
North Carolina
$1.94M +$1.72M +6,402 +777%
CM
1323
Caption Management
Oklahoma
$1.93M -$805K -3,000 -29%
RSWM
1324
Robertson Stephens Wealth Management
California
$1.93M -$55K -205 -3%
UAS
1325
United Asset Strategies
New York
$1.93M -$43.7K -163 -2%
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