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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
39.52%
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 %
AC
1476
Apella Capital
Connecticut
$1.48M +$25.5K +96 +2%
JFGIW
1477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M +$272K +1,012 +23%
LAI
1478
Legal Advantage Investments
California
$1.47M -$6.71K -25 -0.5%
PPWM
1479
Paragon Private Wealth Management
Kentucky
$1.47M +$54.2K +202 +4%
GPA
1480
Guerra Pan Advisors
New Jersey
$1.46M -$1.07K -4 -0.1%
TCA
1481
Transcend Capital Advisors
New Jersey
$1.46M -$204K -761 -12%
PCG
1482
Prosperity Consulting Group
Maryland
$1.46M +$34.9K +130 +2%
AL
1483
Aspiriant LLC
California
$1.46M -$309K -1,153 -18%
GAM
1484
Gemmer Asset Management
California
$1.45M +$387K +1,443 +36%
PCM
1485
Princeton Capital Management
New Jersey
$1.45M +$1.45M +5,419 New
CIA
1486
Choate Investment Advisors
Massachusetts
$1.45M +$19.3K +72 +1%
BI
1487
Ballast Inc
Kentucky
$1.45M +$74.1K +276 +5%
KCM
1488
KRS Capital Management
Michigan
$1.45M +$6.71K +25 +0.5%
DWM
1489
Drive Wealth Management
Utah
$1.44M +$758K +2,823 +111%
HSA
1490
HBK Sorce Advisory
Pennsylvania
$1.44M +$147K +548 +11%
PWM
1491
Palacios Wealth Management
Florida
$1.43M – – –
NAS
1492
Nicolet Advisory Services
Wisconsin
$1.43M +$43.1K +169 +3%
SP
1493
Stonebrook Private
Michigan
$1.43M +$35.7K +133 +3%
PPW
1494
Parcion Private Wealth
Washington
$1.43M -$55.5K -207 -4%
AFAS
1495
Acorn Financial Advisory Services
Virginia
$1.43M -$126K -468 -8%
CFP
1496
Catalyst Financial Partners
Massachusetts
$1.43M +$25.8K +96 +2%
KLCM
1497
KG&L Capital Management
Louisiana
$1.43M +$516K +1,924 +57%
GIP
1498
Granite Investment Partners
California
$1.42M +$46.4K +173 +3%
FFO
1499
Fiduciary Family Office
Florida
$1.42M +$1.42M +5,290 New
BLC
1500
Brown, Lisle/Cummings
Rhode Island
$1.42M -$11K -41 -0.8%
58 59
60
61 62