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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 %
TPWA
1426
TRUE Private Wealth Advisors
Oregon
$1.62M +$42.4K +158 +3%
ST
1427
Sabal Trust
Florida
$1.61M +$1.3M +4,838 +411%
ADL
1428
Asset Dedication LLC
California
$1.61M -$53.1K -198 -3%
DFA
1429
Delta Financial Advisors
Louisiana
$1.61M +$22.3K +83 +1%
SP
1430
Stablepoint Partners
Massachusetts
$1.61M -$51.3K -191 -3%
HBT
1431
Heartland Bank & Trust
Illinois
$1.61M +$866K +3,227 +117%
GA
1432
GraniteShares Advisors
New York
$1.6M +$33.8K +126 +2%
MFA
1433
Millington Financial Advisors
Illinois
$1.6M +$168K +657 +12%
FPF
1434
First Pacific Financial
Washington
$1.6M -$214K -797 -12%
FG
1435
Fiduciary Group
Georgia
$1.59M -$57.4K -214 -3%
IAS
1436
IMA Advisory Services
Colorado
$1.58M -$58.8K -219 -4%
RAM
1437
Redmond Asset Management
Virginia
$1.58M +$4.83K +18 +0.3%
DA
1438
Doliver Advisors
Texas
$1.58M +$30.1K +112 +2%
NL
1439
NVWM LLC
Pennsylvania
$1.58M +$14.7K +56 +0.9%
KHCM
1440
Kirtland Hills Capital Management
Ohio
$1.58M +$341K +1,380 +28%
WBC
1441
West Branch Capital
Massachusetts
$1.58M +$442K +1,648 +39%
PIA
1442
Perennial Investment Advisors
California
$1.57M +$465K +1,734 +42%
AA
1443
ABC Arbitrage
France
$1.57M +$386K +1,439 +33%
RCA
1444
Riverview Capital Advisers
Massachusetts
$1.57M -$1.34K -5 -0.1%
EML
1445
Eos Management LP
New York
$1.57M – – –
1SB
1446
1ST Source Bank
Indiana
$1.57M +$99.3K +370 +7%
TCPG
1447
Trivant Custom Portfolio Group
California
$1.56M -$40.8K -152 -3%
SAI
1448
Savvy Advisors Inc
New York
$1.56M +$277K +1,031 +21%
RAM
1449
Ramirez Asset Management
New York
$1.56M -$43.5K -162 -3%
MWM
1450
MFG Wealth Management
Indiana
$1.56M -$132K -491 -8%
56 57
58
59 60