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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 %
AC
2626
Avory & Company
Florida
$260K -$62.5K -187 -19%
MHWM
2627
Montz Harcus Wealth Management
Louisiana
$259K -$5.35K -16 -2%
TCM
2628
Tufton Capital Management
Maryland
$259K – – –
AWM
2629
Ariadne Wealth Management
California
$259K +$259K +790 New
AFM
2630
Armstrong Fleming & Moore
District of Columbia
$258K +$334 +1 +0.1%
CG
2631
CFO4Life Group
Texas
$258K +$258K +772 New
MSWM
2632
Mowery & Schoenfeld Wealth Management
Illinois
$258K +$258K +772 New
CWM
2633
Campbell Wealth Management
Virginia
$258K +$258K +771 New
RTC
2634
Riverview Trust Company
Washington
$257K – – –
CAG
2635
Cypress Advisory Group
Arizona
$257K +$257K +769 New
WFA
2636
Wellspring Financial Advisors
Ohio
$257K +$3.68K +11 +1%
NG
2637
Novem Group
New York
$256K +$256K +767 New
QFA
2638
Quantum Financial Advisors
California
$256K -$25.4K -76 -9%
MSS
2639
Mitchell Sinkler & Starr
Pennsylvania
$256K – – –
EB
2640
Exchange Bank
California
$255K – – –
SCM
2641
SOL Capital Management
Maryland
$255K – – –
MAG
2642
MRA Advisory Group
New Jersey
$255K -$80.9K -242 -24%
MMCM
2643
Murphy & Mullick Capital Management
New York
$253K +$253K +757 New
GFG
2644
Goldstone Financial Group
Illinois
$253K +$253K +757 New
HFS
2645
Hughes Financial Services
Virginia
$253K +$253K +757 New
UFF
2646
USA Financial Formulas
Michigan
$253K +$253K +756 New
CPC
2647
Consolidated Planning Corp
Georgia
$252K +$334 +1 +0.1%
PWA
2648
Prairie Wealth Advisors
Nebraska
$252K +$252K +754 New
OWCM
2649
One Wealth Capital Management
Arizona
$252K +$252K +754 New
AF
2650
Affiance Financial
Minnesota
$252K -$29.1K -87 -10%
104 105
106
107 108