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 %
Assenagon Asset Management
251
Assenagon Asset Management
Luxembourg
$82.5M -$26.9M -80,455 -25%
Creative Planning
252
Creative Planning
Kansas
$82.2M +$4.02M +12,022 +5%
MIF
253
Mediolanum International Funds
Ireland
$82M -$6.37M -19,012 -7%
Vontobel Holding
254
Vontobel Holding
Switzerland
$81.8M -$2.88M -8,614 -3%
NCL
255
Nishkama Capital LLC
Puerto Rico
$81.8M +$78.9M +235,982 +2,716%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$81.8M +$64.4M +192,526 +370%
CGPCS
257
Capital Group Private Client Services
California
$81.5M -$905K -2,707 -1%
EAM
258
Erste Asset Management
Austria
$80.8M +$17.6M +52,081 +28%
FAM
259
Foxhaven Asset Management
Virginia
$80.7M +$80.7M +241,450 New
MPI
260
Mairs & Power Inc
Minnesota
$80.7M -$526K -1,573 -0.6%
GT
261
Glenmede Trust
Pennsylvania
$79.8M -$1.24M -3,695 -2%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$79.8M +$2.59M +7,752 +3%
GGHC
263
Gilder Gagnon Howe & Co
New York
$79.7M -$1.47M -4,405 -2%
Walleye Trading
264
Walleye Trading
New York
$79.1M +$61.8M +184,979 +358%
Mariner
265
Mariner
Kansas
$78.6M -$23.8M -71,171 -23%
Osaic Holdings
266
Osaic Holdings
Arizona
$77.5M +$5.99M +20,165 +8%
LA
267
LBP AM
France
$77M +$23.2M +69,498 +43%
AAM
268
AMI Asset Management
California
$76.9M -$1.83M -5,464 -2%
BCIM
269
British Columbia Investment Management
British Columbia, Canada
$76.7M +$1.37M +4,111 +2%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$76.5M +$8.85M +26,464 +13%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$75.4M -$998K -2,984 -1%
WRBC
272
W.R. Berkley Corp
Connecticut
$74.8M +$74.8M +223,800 New
BBVA
273
Banco Bilbao Vizcaya Argentaria
Spain
$74.4M +$786K +2,348 +1%
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$74.1M +$59.7M +178,697 +415%
CII
275
Capital International Inc
California
$73.6M -$2.8M -8,364 -4%
9 10
11
12 13