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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 %
PWG
1501
Portside Wealth Group
Utah
$1.42M +$174K +648 +14%
SCA
1502
St. Clair Advisors
Ohio
$1.42M – – –
PFGIA
1503
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$266K +992 +23%
RIM
1504
Redwood Investment Management
Arizona
$1.41M +$1.41M +5,256 New
WAAG
1505
Wealth Alliance Advisory Group
Kansas
$1.41M +$196K +730 +16%
RFN
1506
RDA Financial Network
Iowa
$1.41M +$148K +553 +12%
PWM
1507
Palumbo Wealth Management
New York
$1.4M +$345K +1,286 +33%
GPWM
1508
Grant Private Wealth Management
California
$1.4M +$427K +1,592 +44%
CA
1509
CoreCap Advisors
Michigan
$1.4M +$930K +3,465 +199%
RCAG
1510
Rehmann Capital Advisory Group
Michigan
$1.4M -$173K -645 -11%
SWC
1511
Square Wave Capital
New York
$1.39M -$4.36M -16,247 -76%
SWP
1512
Square Wave Partners
New York
$1.39M -$4.36M -16,247 -76%
FFS
1513
Founders Financial Securities
Maryland
$1.39M +$260K +977 +23%
MCC
1514
Malaga Cove Capital
California
$1.39M +$437K +1,629 +46%
ATS
1515
Ashton Thomas Securities
New York
$1.39M -$406K -1,510 -23%
GCM
1516
Geneva Capital Management
Wisconsin
$1.39M -$24.4K -91 -2%
QWP
1517
Quotient Wealth Partners
Texas
$1.38M +$83.7K +312 +6%
EW
1518
Elyxium Wealth
California
$1.38M +$1.38M +5,136 New
CCG
1519
Coastwise Capital Group
California
$1.38M -$58.2K -217 -4%
CCP
1520
Cunning Capital Partners
North Carolina
$1.37M -$7.78K -29 -0.6%
ACM
1521
Ayrshire Capital Management
Connecticut
$1.37M +$28.4K +106 +2%
AC
1522
Amitell Capital
Singapore
$1.37M +$1.37M +5,118 New
B
1523
Birchbrook
Maine
$1.37M -$28.2K -105 -2%
IIM
1524
Ironwood Investment Management
Massachusetts
$1.37M – – –
PP
1525
PDS Planning
Ohio
$1.37M +$105K +392 +8%
59 60
61
62 63