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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 %
CFO
1401
Callan Family Office
Pennsylvania
$1.7M -$37.3K -139 -2%
WPA
1402
Wealth Preservation Advisors
Tennessee
$1.7M +$1.7M +6,345 New
GCM
1403
Generation Capital Management
New York
$1.7M +$297K +1,105 +21%
BFS
1404
Bard Financial Services
Connecticut
$1.7M -$164K -610 -9%
SVWAG
1405
Sound View Wealth Advisors Group
Georgia
$1.7M -$273K -1,019 -14%
AC
1406
AlphaCore Capital
California
$1.68M +$621K +2,314 +59%
JCM
1407
Jacobi Capital Management
Pennsylvania
$1.67M +$42.7K +159 +3%
CPIA
1408
Cornell Pochily Investment Advisors
New York
$1.67M +$44.3K +165 +3%
PJSIMP
1409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.67M -$22K -82 -1%
MFG
1410
MidWestOne Financial Group
Iowa
$1.66M -$176K -656 -10%
PI
1411
PFG Investments
New York
$1.66M +$43.7K +163 +3%
QWM
1412
Quadcap Wealth Management
Texas
$1.66M -$16.6K -62 -1%
LC
1413
Lindbrook Capital
California
$1.65M +$93.9K +350 +6%
CF
1414
Convergence Financial
Missouri
$1.65M +$96.9K +361 +6%
IPAM
1415
ICICI Prudential Asset Management
India
$1.65M -$7.51M -28,000 -82%
LWP
1416
LMG Wealth Partners
Louisiana
$1.64M +$68.4K +255 +4%
EFG
1417
Everhart Financial Group
Ohio
$1.64M +$97.4K +363 +6%
LA
1418
Legacy Advisors
Pennsylvania
$1.64M +$60.6K +226 +4%
OIS
1419
Okabena Investment Services
Minnesota
$1.64M -$512K -1,908 -24%
SMH
1420
Sanders Morris Harris
Texas
$1.64M – – –
NG
1421
Norden Group
Utah
$1.64M -$573K -2,134 -26%
LAM
1422
Lewis Asset Management
California
$1.63M -$34.9K -130 -2%
HAG
1423
HF Advisory Group
Maryland
$1.63M -$57.2K -213 -3%
BCM
1424
Beck Capital Management
Texas
$1.62M -$82.4K -307 -5%
EFG
1425
Embree Financial Group
Illinois
$1.62M +$412K +1,535 +34%
55 56
57
58 59