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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 %
FMTC
1351
Farmers & Merchants Trust Company
California
$1.86M +$558K +2,081 +43%
CWA
1352
Core Wealth Advisors
Florida
$1.86M -$371K -1,383 -17%
WRPWM
1353
Werba Rubin Papier Wealth Management
California
$1.86M -$173K -644 -9%
BM
1354
Brandywine Managers
Delaware
$1.86M – – –
SFA
1355
Souders Financial Advisors
Ohio
$1.86M +$733K +2,732 +65%
BTD
1356
BankPlus Trust Department
Mississippi
$1.85M +$37K +138 +2%
NFG
1357
Nations Financial Group
Iowa
$1.84M +$15.6K +58 +0.9%
NG
1358
Northstar Group
New York
$1.84M +$20.9K +78 +1%
TF
1359
TLWM Financial
Texas
$1.84M +$40K +149 +2%
GAM
1360
Grandview Asset Management
Pennsylvania
$1.83M +$40.2K +150 +2%
MW
1361
Maia Wealth
Colorado
$1.83M +$124K +487 +7%
CT
1362
Chicago Trust
Illinois
$1.83M +$4.56K +17 +0.2%
AWA
1363
Aaron Wealth Advisors
Illinois
$1.83M +$119K +442 +7%
RPC
1364
Rossmore Private Capital
Connecticut
$1.83M +$131K +489 +8%
SFA
1365
Semmax Financial Advisors
North Carolina
$1.82M +$81.8K +297 +5%
BWAM
1366
Boyd Watterson Asset Management
Ohio
$1.82M -$2.68K -10 -0.1%
VF
1367
Virtu Financial
New York
$1.81M -$3.75M -13,992 -68%
MSR
1368
Main Street Research
Connecticut
$1.8M -$151K -562 -8%
PTP
1369
Platform Technology Partners
New York
$1.79M +$233K +867 +15%
AFA
1370
AA Financial Advisors
Ohio
$1.79M +$89.9K +335 +5%
KP
1371
Keel Point
Alabama
$1.79M +$192K +716 +12%
SC
1372
Syon Capital
California
$1.78M +$451K +1,679 +34%
RCG
1373
Regatta Capital Group
California
$1.78M +$34.6K +129 +2%
DAM
1374
Doheny Asset Management
California
$1.78M -$93.9K -350 -5%
1W
1375
1776 Wealth
Georgia
$1.78M -$6.98K -26 -0.4%
53 54
55
56 57