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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, 1,463 increasing their positions, 978 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
1,463
Reduced
978
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 %
BOM
1601
Bank of Marin
California
$1.18M +$62.3K +232 +6%
WCA
1602
Westover Capital Advisors
Delaware
$1.18M +$583K +2,173 +98%
SMA
1603
Sage Mountain Advisors
Georgia
$1.18M -$62.8K -234 -5%
CB
1604
Cadence Bank
Mississippi
$1.17M +$1.17M +4,372 New
MW
1605
Marcum Wealth
Ohio
$1.17M +$277K +1,032 +31%
RMP
1606
Richards, Merrill & Peterson
Washington
$1.17M -$6.17K -23 -0.5%
CC
1607
Copperleaf Capital
North Carolina
$1.17M -$15.8K -59 -1%
BFM
1608
Boothbay Fund Management
New York
$1.16M -$17.6M -65,681 -94%
CM
1609
Capula Management
Cayman Islands
$1.16M +$386K +1,440 +50%
FCM
1610
Fire Capital Management
California
$1.16M +$98K +365 +9%
JFA
1611
JNBA Financial Advisors
Minnesota
$1.16M +$688K +2,564 +145%
SIC
1612
Sterling Investment Counsel
New York
$1.16M +$852K +3,174 +278%
BO
1613
Bank OZK
Arkansas
$1.15M -$23.3K -87 -2%
PFWA
1614
Paces Ferry Wealth Advisors
Georgia
$1.15M +$26K +97 +2%
DI
1615
Diligent Investors
California
$1.15M +$27.1K +101 +2%
HH
1616
HWG Holdings
Texas
$1.15M -$375K -1,396 -25%
NDSI
1617
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M +$101K +376 +10%
GFG
1618
Greystone Financial Group
Michigan
$1.14M +$381K +1,421 +50%
AFP
1619
Ausdal Financial Partners
Iowa
$1.14M +$195K +726 +21%
TPI
1620
Trust Point Inc
Wisconsin
$1.14M -$576K -2,148 -34%
AWM
1621
Aprio Wealth Management
Georgia
$1.13M +$75.7K +282 +7%
AF
1622
Aviso Financial
Ontario, Canada
$1.13M -$343K -1,277 -23%
FMC
1623
First Merchants Corp
Indiana
$1.13M -$2.95K -11 -0.3%
BA
1624
Bridgewater Advisors
New York
$1.13M +$1.13M +4,223 New
CWM
1625
Cornerstone Wealth Management
Missouri
$1.13M +$99.3K +370 +10%
63 64
65
66 67