CRM icon

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 %
FRA
2601
Front Row Advisors
California
$267K – – –
CIA
2602
Cladis Investment Advisory
Montana
$267K – – –
MP
2603
McDonald Partners
Ohio
$267K -$38.1K -114 -13%
FSC
2604
Full Sail Capital
Oklahoma
$267K +$22.4K +67 +9%
AWM
2605
Abound Wealth Management
Tennessee
$266K -$2.68K -8 -1%
RA
2606
Rise Advisors
New York
$266K -$10.7K -32 -4%
WAG
2607
Wallace Advisory Group
California
$265K -$973K -3,556 -79%
HCM
2608
HMS Capital Management
Tennessee
$265K – – –
WSC
2609
Wellington Shields & Co
New York
$265K – – –
LAS
2610
LWM Advisory Services
Florida
$265K +$265K +798 New
VCP
2611
Verus Capital Partners
Arizona
$265K -$12K -36 -4%
AR
2612
Apeiron RIA
Texas
$264K +$264K +791 New
SG
2613
Somerset Group
Minnesota
$263K – – –
CAL
2614
Capital Advisors Ltd
Ohio
$263K +$10.4K +31 +4%
CAI
2615
Capital Advisors Inc
Oklahoma
$263K +$263K +786 New
SAM
2616
Summit Asset Management
Tennessee
$263K -$6.69K -20 -2%
TWA
2617
Talisman Wealth Advisors
New Jersey
$263K +$8.7K +26 +3%
EFL
2618
ERn Financial LLC
Wisconsin
$262K +$262K +785 New
CBA
2619
Coastal Bridge Advisors
Connecticut
$262K +$334 +1 +0.1%
LTI
2620
Laffer Tengler Investments
Tennessee
$262K -$436K -1,303 -62%
SM
2621
Sciencast Management
New Jersey
$262K +$262K +783 New
PCA
2622
Purkiss Capital Advisors
Connecticut
$262K +$262K +783 New
LA
2623
Latitude Advisors
Florida
$262K +$6.02K +18 +2%
HCP
2624
Hexagon Capital Partners
Arkansas
$261K -$11.7K -35 -4%
VCP
2625
Vista Capital Partners
Oregon
$261K +$261K +781 New
103 104
105
106 107