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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 %
Koshinski Asset Management
1326
Koshinski Asset Management
Illinois
$1.93M +$24.7K +92 +1%
ISL
1327
Ingalls & Snyder LLC
New York
$1.92M -$49.9K -186 -3%
ANTB
1328
AMG National Trust Bank
Colorado
$1.92M -$301K -1,121 -14%
CCS
1329
Concentric Capital Strategies
Connecticut
$1.92M -$4.65M -17,328 -71%
GCM
1330
Glynn Capital Management
California
$1.92M – – –
WCM
1331
Weaver Capital Management
Georgia
$1.91M -$93.7K -349 -5%
EI
1332
Ellevest Inc
New York
$1.91M -$231K -862 -11%
ATWA
1333
Arbor Trust Wealth Advisors
Michigan
$1.91M +$45.6K +170 +2%
AB
1334
Atlas Brown
Kentucky
$1.91M +$4.83K +18 +0.3%
V
1335
VeraBank
Texas
$1.91M -$22.5K -84 -1%
MYLI
1336
Meiji Yasuda Life Insurance
Japan
$1.91M -$38.6K -144 -2%
SWMG
1337
Signature Wealth Management Group
Georgia
$1.91M +$71.4K +266 +4%
NA
1338
Nautilus Advisors
California
$1.89M -$19.3K -72 -1%
CIA
1339
Capital Investment Advisors
Georgia
$1.88M +$73.8K +275 +4%
CWMK
1340
Caliber Wealth Management (Kansas)
Kansas
$1.88M +$1.88M +7,011 New
AIM
1341
Allen Investment Management
New York
$1.88M – – –
SACTSONJ
1342
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.88M -$268K -1,000 -13%
AA
1343
Ancora Advisors
Ohio
$1.87M +$210K +782 +13%
CPW
1344
Cove Private Wealth
New York
$1.87M +$72.5K +270 +4%
CVA
1345
Central Valley Advisors
California
$1.87M +$108K +401 +6%
WGCA
1346
Wolf Group Capital Advisors
Virginia
$1.87M -$147K -546 -7%
C
1347
Certuity
Florida
$1.87M +$15.9K +59 +0.9%
SFCL
1348
Strengthening Families & Communities LLC
Massachusetts
$1.87M +$53.8K +201 +3%
BB
1349
Berkshire Bank
Massachusetts
$1.87M -$74.6K -278 -4%
SC
1350
Saturna Capital
Washington
$1.86M +$16.9K +63 +0.9%
52 53
54
55 56