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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 %
LGA
1626
Lebenthal Global Advisors
New York
$1.13M -$187K -695 -14%
VWA
1627
Visionary Wealth Advisors
Illinois
$1.13M +$145K +539 +15%
SIG
1628
Sargent Investment Group
Maryland
$1.13M -$13.7K -51 -1%
BAM
1629
Byrne Asset Management
New Jersey
$1.13M +$34.1K +127 +3%
TPWA
1630
Twin Peaks Wealth Advisors
California
$1.12M -$96.1K -377 -8%
BCM
1631
BluePath Capital Management
Georgia
$1.12M +$19.1K +71 +2%
DCM
1632
Dudley Capital Management
Virginia
$1.12M -$20.1K -75 -2%
FIM
1633
Freedom Investment Management
Connecticut
$1.12M +$426K +1,589 +61%
APP
1634
Avantax Planning Partners
Iowa
$1.12M +$147K +546 +15%
AF
1635
Aldebaran Financial
$1.12M +$8.05K +30 +0.7%
GWP
1636
Gen-Wealth Partners
Michigan
$1.12M +$93.4K +348 +9%
OWA
1637
Octavia Wealth Advisors
Ohio
$1.12M +$7.25K +27 +0.7%
LCM
1638
LCM Capital Management
Illinois
$1.12M +$27.4K +102 +3%
KCFA
1639
Key Client Fiduciary Advisors
New Jersey
$1.12M – – –
OFS
1640
Orrstown Financial Services
Pennsylvania
$1.11M -$54.7K -204 -5%
BDFN
1641
Bond & Devick Financial Network
Minnesota
$1.11M +$70K +261 +7%
AWM
1642
Angeles Wealth Management
California
$1.11M +$77.8K +290 +8%
FFG
1643
Fiduciary Financial Group
California
$1.1M -$204K -801 -16%
MCA
1644
Magnolia Capital Advisors
Mississippi
$1.1M +$34.9K +130 +3%
SIC
1645
Salem Investment Counselors
North Carolina
$1.09M +$18.2K +68 +2%
SFG
1646
Shum Financial Group
California
$1.08M +$58K +216 +6%
BIA
1647
Benchmark Investment Advisors
Illinois
$1.08M +$780K +2,905 +259%
NSIM
1648
North Star Investment Management
Illinois
$1.08M -$145K -541 -12%
APC
1649
Aspire Private Capital
North Carolina
$1.07M +$76.2K +284 +8%
TBC
1650
Ted Buchan & Co
California
$1.07M +$805 +3 +0.1%
64 65
66
67 68