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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 200 funds opening new positions, 1,464 increasing their positions, 976 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,910
Holders Change
-155
Holders Change %
-5.06%
% of All Funds
39.54%
Holding in Top 10
77
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-41.22%
% of All Funds
1.05%
New
200
Increased
1,464
Reduced
976
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
$1.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.2B
3
BlackRock
BlackRock
New York
$21.5B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$657M
5
LP
Longview Partners
Guernsey
$468M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.66B
2
Fisher Asset Management
Fisher Asset Management
Washington
$2.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.58B
4
Capital International Investors
Capital International Investors
California
$3.64B
5
Capital World Investors
Capital World Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.6B +$371M +1,383,942 +2%
BlackRock
2
BlackRock
New York
$21.5B +$920M +3,427,189 +4%
State Street
3
State Street
Massachusetts
$13B -$124M -463,567 -0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.2B +$1.04B +3,870,100 +20%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.58B -$895M -3,333,623 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.56B +$215M +804,043 +4%
Morgan Stanley
7
Morgan Stanley
New York
$5.44B +$291M +1,082,983 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.66B -$1.56B -5,814,594 -25%
Capital International Investors
9
Capital International Investors
California
$3.64B -$820M -3,054,756 -18%
Northern Trust
10
Northern Trust
Illinois
$2.94B -$72.2M -269,051 -2%
Bank of America
11
Bank of America
North Carolina
$2.8B +$322M +1,199,644 +13%
UBS AM
12
UBS AM
Illinois
$2.48B +$161M +600,386 +7%
Goldman Sachs
13
Goldman Sachs
New York
$2.21B +$142M +529,935 +7%
Fisher Asset Management
14
Fisher Asset Management
Washington
$2.16B -$1.18B -4,401,846 -35%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.04B -$204M -759,978 -9%
NL
16
Nuveen LLC
North Carolina
$2.04B +$2.04B +7,598,732 New
Invesco
17
Invesco
Georgia
$2.03B -$61.6M -229,641 -3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.96B -$437M -1,629,136 -18%
Capital World Investors
19
Capital World Investors
California
$1.86B -$552M -2,055,584 -23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.76B +$99.1M +369,230 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.76B -$990K -3,688 -0.1%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$1.73B -$41.7M -155,454 -2%
Charles Schwab
23
Charles Schwab
California
$1.71B +$79.3M +295,681 +5%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$1.68B -$63.2M -235,676 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.66B -$43M -160,318 -3%
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