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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 %
HA
2376
Helium Advisors
Washington
$303K +$12.1K +45 +4%
FPGK
2377
Financial Partners Group (Kansas)
Kansas
$302K +$6.44K +24 +2%
MPM
2378
MBB Public Markets
Illinois
$302K +$302K +1,126 New
WI
2379
WBI Investments
New Jersey
$302K -$1.06M -3,944 -78%
FAM
2380
Forte Asset Management
New York
$302K – – –
BBP
2381
Banco BTG Pactual
Brazil
$301K -$1.54M -5,725 -84%
WFA
2382
WMG Financial Advisors
Tennessee
$301K +$3.76K +14 +1%
TWM
2383
TCFG Wealth Management
California
$300K +$2.95K +11 +1%
NG
2384
Novem Group
New York
$300K +$93.9K +350 +46%
MMM
2385
Mendel Money Management
Illinois
$298K +$10.5K +39 +4%
VPW
2386
Variant Private Wealth
Virginia
$298K +$537 +2 +0.2%
NRI
2387
NFP Retirement Inc
California
$298K – – –
CA
2388
Crewe Advisors
Utah
$298K -$24.7K -92 -8%
SWA
2389
Strategies Wealth Advisors
Michigan
$297K -$366K -1,363 -55%
EFA
2390
Evernest Financial Advisors
Indiana
$297K -$7.51K -28 -2%
MM
2391
MQS Management
New York
$297K +$297K +1,105 New
CGA
2392
Compound Global Advisors
Washington
$295K -$188K -700 -39%
BI
2393
Bramshill Investments
Florida
$295K – – –
FI
2394
Financial Insights
Washington
$295K +$26.6K +99 +10%
KFC
2395
Klingenstein Fields & Co
New York
$294K +$1.61K +6 +0.5%
RFA
2396
Reyes Financial Architecture
California
$294K +$268K +999 +1,030%
DIM
2397
DLK Investment Management
California
$293K +$7.25K +27 +3%
UAG
2398
United Advisor Group
Ohio
$293K -$220K -819 -43%
SIC
2399
Shoker Investment Counsel
Ohio
$293K – – –
MCM
2400
Mengis Capital Management
Oregon
$293K – – –
94 95
96
97 98