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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 %
SSI
1451
Scott & Selber Inc
Texas
$1.56M +$1.88K +7 +0.1%
CI
1452
CX Institutional
Indiana
$1.55M -$19.6K -73 -1%
BC
1453
Bowman & Company
Wisconsin
$1.55M +$121K +451 +8%
CWM
1454
Castle Wealth Management
Florida
$1.55M +$51K +190 +3%
CB
1455
Community Bank
New York
$1.55M +$63.9K +238 +4%
EPIME
1456
Evelyn Partners Investment Management (Europe)
$1.55M +$1.55M +5,782 New
RB
1457
Renasant Bank
Mississippi
$1.54M -$22.3K -83 -1%
RFM
1458
Royal Fund Management
Florida
$1.54M +$1.54M +5,729 New
TTIC
1459
Tower Trust & Investment Company
Iowa
$1.54M +$1.54M +5,719 New
GC
1460
Gilbert & Cook
Iowa
$1.53M -$3.49K -13 -0.2%
GCP
1461
GSA Capital Partners
United Kingdom
$1.53M +$1.07M +3,982 +230%
DRD
1462
Dennis R. Delaney
$1.53M +$608K +2,266 +66%
NCGI
1463
Next Century Growth Investors
Minnesota
$1.53M +$1.53M +5,690 New
LAM
1464
LECAP Asset Management
United Kingdom
$1.52M -$772K -2,878 -34%
GH
1465
GAM Holding
Switzerland
$1.52M +$231K +862 +18%
NAMNJ
1466
NorthStar Asset Management (New Jersey)
New Jersey
$1.52M +$129K +482 +9%
KMWM
1467
Keudell/Morrison Wealth Management
Oregon
$1.52M +$82.1K +306 +6%
CMI
1468
Clare Market Investments
Texas
$1.51M -$5.37K -20 -0.4%
LCM
1469
Lazari Capital Management
California
$1.51M +$31.4K +117 +2%
EW
1470
Evoke Wealth
California
$1.51M +$41.1K +153 +3%
MCM
1471
Mainstay Capital Management
Michigan
$1.5M -$21.7K -81 -1%
SW
1472
Simplicity Wealth
New Jersey
$1.49M +$1.08M +4,021 +261%
CA
1473
Claro Advisors
Massachusetts
$1.49M -$16.4K -61 -1%
PL
1474
Plancorp LLC
Missouri
$1.49M -$23.9K -89 -2%
BC
1475
Bridgefront Capital
Texas
$1.48M +$1.48M +5,508 New
57 58
59
60 61