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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 %
WSA
1801
Warm Springs Advisors
California
$826K +$27.6K +103 +3%
CS
1802
Crescent Sterling
Louisiana
$826K +$365K +1,359 +79%
TP
1803
Tranquility Partners
Tennessee
$826K +$3.76K +14 +0.5%
WIM
1804
Waverton Investment Management
United Kingdom
$824K – – –
AWAG
1805
ARS Wealth Advisors Group
Florida
$824K +$54.7K +204 +7%
WPW
1806
Watershed Private Wealth
Illinois
$822K – – –
AWA
1807
AGH Wealth Advisors
Kansas
$822K +$56.4K +210 +7%
SOS
1808
Silver Oak Securities
Tennessee
$820K +$231K +857 +39%
MSWM
1809
McGlone Suttner Wealth Management
Wisconsin
$819K +$63.6K +237 +8%
RMDI
1810
R.M. Davis Inc
Maine
$819K +$49.9K +186 +6%
WAOI
1811
Wealth Advisors of Iowa
Iowa
$816K -$3.22K -12 -0.4%
HI
1812
Harbour Investments
Wisconsin
$814K -$100K -373 -11%
APW
1813
Austin Private Wealth
Texas
$813K +$22.5K +84 +3%
SWIG
1814
Strategic Wealth Investment Group
Kentucky
$813K -$12.2M -45,592 -94%
CWM
1815
Concentrum Wealth Management
California
$812K +$5.64K +21 +0.7%
ACI
1816
Alpha Cubed Investments
California
$810K -$37K -138 -4%
BWA
1817
Blodgett Wealth Advisors
California
$808K -$10.5K -39 -1%
FFN
1818
Focus Financial Network
Minnesota
$808K -$61.2K -228 -7%
FAFN
1819
First Affirmative Financial Network
Colorado
$805K +$17.4K +65 +2%
KA
1820
Klingman & Associates
New York
$805K +$38.4K +143 +5%
MWA
1821
Midland Wealth Advisors
Illinois
$798K +$23.1K +86 +3%
GAM
1822
Griffin Asset Management
New York
$796K +$612K +2,279 +332%
PCM
1823
Pointe Capital Management
Michigan
$795K +$14.5K +54 +2%
CAM
1824
Carret Asset Management
New York
$792K – – –
MLA
1825
My Legacy Advisors
Oregon
$789K +$37K +138 +5%
71 72
73
74 75