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Salesforce
CRM

Overview Fund Activity

3,066 hedge funds and large institutions have $260B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 580 funds opening new positions, 1,182 increasing their positions, 1,021 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+442
Holders Change %
+16.84%
% of All Funds
40.81%
Holding in Top 10
131
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+79.45%
% of All Funds
1.74%
New
580
Increased
1,182
Reduced
1,021
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.6M
Net Calls Change
-$5.79M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.52B
2
DZ Bank
DZ Bank
Germany
+$1.28B
3
BlackRock
BlackRock
New York
+$1.05B
4
Invesco
Invesco
Georgia
+$777M
5
Northern Trust
Northern Trust
Illinois
+$581M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$1.32B
2
Harris Associates
Harris Associates
Illinois
-$1.24B
3
Capital World Investors
Capital World Investors
California
-$986M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$985M
5
Capital International Investors
Capital International Investors
California
-$776M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
2526
Holistic Planning
Texas
$299K +$2.01K +6 +0.7%
AA
2527
Apriem Advisors
California
$299K +$299K +894 New
BSSFA
2528
Baron Silver Stevens Financial Advisors
Florida
$298K – – –
DF
2529
Dunhill Financial
United Kingdom
$297K +$167K +498 +128%
RAS
2530
RPS Advisory Solutions
Kentucky
$297K -$5.02K -15 -2%
RF
2531
Rossby Financial
Florida
$295K +$295K +883 New
WF
2532
Whelan Financial
California
$295K +$295K +883 New
BFS
2533
Burkett Financial Services
South Carolina
$295K -$32.1K -96 -10%
SGAM
2534
Smith Group Asset Management
Texas
$294K +$294K +880 New
BWP
2535
BlueStem Wealth Partners
Minnesota
$294K +$294K +879 New
RWM
2536
Rialto Wealth Management
New York
$293K +$293K +877 New
JAG
2537
Journey Advisory Group
Kentucky
$293K – – –
MCC
2538
Money Concepts Capital
Florida
$293K +$42.5K +127 +17%
WA
2539
Wealth Architects
California
$292K -$117K -351 -29%
SNBOSD
2540
Security National Bank of So Dak
Iowa
$292K – – –
GGA
2541
Granite Group Advisors
Connecticut
$292K -$3.68K -11 -1%
HWM
2542
Hobbs Wealth Management
Indiana
$291K +$291K +871 New
OPA
2543
Old Port Advisors
Maine
$290K +$28.4K +85 +11%
RGI
2544
River Global Investors
United Kingdom
$290K -$724K -2,163 -71%
CFSG
2545
Clark Financial Services Group
Missouri
$290K -$2.67K -8 -0.9%
TWP
2546
Tower Wealth Partners
Pennsylvania
$290K -$4.35K -13 -1%
ST
2547
Somerset Trust
Pennsylvania
$290K +$290K +866 New
AM
2548
Account Management
Massachusetts
$289K – – –
PWM
2549
Puff Wealth Management
New Jersey
$289K +$289K +864 New
CWA
2550
Canvas Wealth Advisors
Kansas
$287K +$7.02K +21 +3%
100 101
102
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