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Salesforce
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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
39.53%
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 %
MFS
3001
Monetta Financial Services
Illinois
– -$1.3M -3,900 Closed
NL
3002
NWAM LLC
Washington
– -$1.26M -3,777 Closed
FTUS
3003
Flow Traders U.S.
New York
– -$1.24M -3,701 Closed
HCS
3004
Himension Capital (Singapore)
Singapore
– -$1.04M -3,111 Closed
CM
3005
Corvex Management
New York
– -$1.01M -3,032 Closed
APGDR
3006
Absoluto Partners Gestao de Recursos
Brazil
– -$965K -2,886 Closed
RL
3007
Retireful LLC
Michigan
– -$946K -2,829 Closed
AIA
3008
Angeles Investment Advisors
California
– -$933K -2,790 Closed
SRL
3009
Scientech Research LLC
New Jersey
– -$919K -2,748 Closed
Voloridge Investment Management
3010
Voloridge Investment Management
Florida
– -$872K -2,608 Closed
AWF
3011
Alpha Wealth Funds
Utah
– -$869K -2,600 Closed
ORAM
3012
One River Asset Management
Connecticut
– -$779K -2,319 Closed
FWM
3013
FFT Wealth Management
Pennsylvania
– -$675K -2,018 Closed
KIM
3014
Kane Investment Management
California
– -$662K -1,981 Closed
FFG
3015
Floyd Financial Group
Missouri
– -$599K -1,883 Closed
LWM
3016
Liberty Wealth Management
California
– -$609K -1,821 Closed
ACH
3017
ArrowMark Colorado Holdings
Colorado
– -$608K -1,818 Closed
WWM
3018
Waterway Wealth Management
Texas
– -$607K -1,815 Closed
NAM
3019
Nutshell Asset Management
United Kingdom
– -$602K -1,800 Closed
OWA
3020
One Wealth Advisors
California
– -$597K -1,786 Closed
NCFG
3021
New Century Financial Group
New Jersey
– -$569K -1,710 Closed
GA
3022
Guerra Advisors
Florida
– -$549K -1,641 Closed
WP
3023
WMS Partners
Maryland
– -$549K -1,641 Closed
TCG
3024
Transcendent Capital Group
Oklahoma
– -$500K -1,496 Closed
NCM
3025
Next Capital Management
New York
– -$495K -1,480 Closed
119 120
121
122 123