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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 %
EPA
2701
Element Pointe Advisors
Florida
$230K +$230K +687 New
TFF
2702
The Family Firm
Maryland
$230K +$230K +686 New
GAM
2703
Griffin Asset Management
New York
$229K +$229K +686 New
TCWM
2704
Total Clarity Wealth Management
Illinois
$229K +$229K +686 New
TFG
2705
Taylor Financial Group
Virginia
$229K +$229K +685 New
VIA
2706
Victrix Investment Advisors
Florida
$228K +$228K +683 New
ABC
2707
Associated Banc-Corp
Wisconsin
$228K +$228K +681 New
AA
2708
Acorns Advisers
California
$227K +$227K +680 New
CWM
2709
Cherrydale Wealth Management
New Jersey
$227K +$227K +678 New
WJA
2710
Willis Johnson & Associates
Texas
$227K -$217K -649 -49%
MSRI
2711
Michael S. Ryan Inc
New York
$226K +$226K +677 New
KFA
2712
Kelleher Financial Advisors
New York
$226K +$226K +677 New
CC
2713
Centiva Capital
New York
$226K -$487K -1,458 -68%
BFO
2714
Biltmore Family Office
North Carolina
$226K -$23.1K -69 -9%
RCM
2715
RNC Capital Management
California
$225K +$225K +673 New
HAC
2716
Harbor Advisory Corp
New Hampshire
$224K +$224K +671 New
WA
2717
Wealthstream Advisors
New York
$224K +$224K +670 New
GA
2718
GoalVest Advisory
New York
$224K -$94.3K -282 -30%
CPRC
2719
Consolidated Portfolio Review Corp
New York
$223K +$223K +668 New
MFC
2720
Morris Financial Concepts
South Carolina
$223K +$223K +667 New
M1FG
2721
Mach-1 Financial Group
Arkansas
$223K -$63.2K -189 -22%
PCP
2722
Panoramic Capital Partners
Oregon
$223K +$223K +666 New
FYW
2723
Future You Wealth
New York
$223K +$223K +666 New
RIG
2724
RiverFront Investment Group
Virginia
$223K +$223K +666 New
LFP
2725
Leeward Financial Partners
Washington
$223K +$223K +666 New
107 108
109
110 111