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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 %
OTL
1376
Oak Thistle LLC
New York
$1.78M +$1.78M +6,629 New
RMAM
1377
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$202K +753 +13%
PGAM
1378
Princeton Global Asset Management
New Jersey
$1.77M +$68.4K +255 +4%
LPAM
1379
Lodestar Private Asset Management
California
$1.77M +$537 +2 +0%
BC
1380
Belmont Capital
California
$1.76M +$421K +1,570 +31%
AIP
1381
Arrowpoint Investment Partners
Singapore
$1.76M +$1.76M +6,545 New
COCM
1382
Charter Oak Capital Management
New Hampshire
$1.76M -$82.9K -309 -5%
WA
1383
WP Advisors
California
$1.75M -$8.32K -31 -0.5%
CBT
1384
Central Bank & Trust
Kentucky
$1.75M +$55.6K +207 +3%
BHC
1385
Bowen Hanes & Co
Florida
$1.75M -$28.9M -107,855 -94%
OF
1386
Optimize Financial
California
$1.75M -$125K -465 -7%
FFL
1387
Future Fund LLC
Illinois
$1.75M +$884K +3,295 +102%
GEA
1388
Glen Eagle Advisors
New Jersey
$1.75M +$361K +1,346 +26%
LWA
1389
Lineweaver Wealth Advisors
Ohio
$1.75M -$300K -1,117 -15%
DAM
1390
Deltec Asset Management
New York
$1.74M – – –
MCM
1391
Mainstream Capital Management
California
$1.74M +$23.9K +89 +1%
LFA
1392
Legacy Financial Advisors
Kentucky
$1.73M -$25.2K -94 -1%
GS
1393
GTS Securities
New York
$1.73M -$267K -994 -13%
PPC
1394
Park Place Capital
Alabama
$1.73M -$38.4K -143 -2%
PMWMG
1395
Parr McKnight Wealth Management Group
Minnesota
$1.73M +$158K +588 +10%
TAM
1396
Tealwood Asset Management
Minnesota
$1.72M -$49.9K -186 -3%
KFS
1397
Kaizen Financial Strategies
California
$1.72M +$19.1K +71 +1%
SJIM
1398
St. Johns Investment Management
Florida
$1.72M +$24.2K +90 +1%
CP
1399
Canopy Partners
Ohio
$1.71M -$2.68K -10 -0.2%
HDA
1400
Harold Davidson & Associates
California
$1.71M -$16.4K -61 -0.9%
54 55
56
57 58