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 %
WDC
2676
Woodward Diversified Capital
California
$239K -$33.4K -100 -12%
AWG
2677
Altus Wealth Group
Colorado
$238K +$238K +713 New
SI
2678
Saxon Interests
Texas
$238K +$238K +711 New
BPC
2679
Bearing Point Capital
Minnesota
$237K +$237K +710 New
BL
2680
Balentine LLC
Georgia
$237K +$237K +710 New
ONSWM
2681
Old North State Wealth Management
North Carolina
$237K -$119K -356 -34%
EFG
2682
Ethos Financial Group
Pennsylvania
$237K +$237K +707 New
PRTG
2683
Post Resch Tallon Group
New York
$236K +$236K +714 New
TKP
2684
Tallon Kerry Patrick
$236K +$236K +714 New
AIM
2685
Athena Investment Management
California
$236K +$236K +705 New
GSWM
2686
Greenup Street Wealth Management
Michigan
$235K -$2.18M -6,521 -90%
BCM
2687
Blume Capital Management
California
$234K -$2.34K -7 -1%
GIP
2688
Greatmark Investment Partners
Georgia
$234K +$234K +700 New
UWPG
2689
Ullmann Wealth Partners Group
Florida
$234K +$234K +699 New
AWM
2690
Alterna Wealth Management
Texas
$233K +$233K +697 New
BBW
2691
Blue Barn Wealth
Utah
$233K +$233K +696 New
VP
2692
Verum Partners
North Carolina
$232K +$232K +695 New
SC
2693
Stance Capital
Massachusetts
$232K +$232K +695 New
JBA
2694
Johnson Bixby & Associates
Washington
$232K +$232K +694 New
RWM
2695
RKL Wealth Management
Pennsylvania
$232K +$232K +693 New
TWM
2696
Tanager Wealth Management
United Kingdom
$231K +$231K +690 New
RIM
2697
Rockbridge Investment Management
New York
$231K +$231K +690 New
CCM
2698
Chiron Capital Management
Florida
$231K +$231K +690 New
GP
2699
Guardian Partners
Canada
$230K +$230K +705 New
CMS
2700
Capital Market Strategies
Florida
$230K +$230K +687 New
106 107
108
109 110