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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 %
SA
2726
Stewardship Advisors
Pennsylvania
$222K +$222K +664 New
EAM
2727
Empirical Asset Management
Massachusetts
$222K +$222K +42,048 New
AWA
2728
Aletheian Wealth Advisors
Washington
$221K +$221K +660 New
EA
2729
Echo45 Advisors
California
$220K +$220K +660 New
VHAM
2730
Van Hulzen Asset Management
California
$219K +$219K +656 New
FBC
2731
Fairfield, Bush & Co
Connecticut
$219K +$219K +655 New
BOSSRA
2732
B.O.S.S. Retirement Advisors
Utah
$219K -$4.19M -12,544 -95%
RA
2733
Resolute Advisors
California
$219K +$219K +653 New
DBRC
2734
D.B. Root & Company
Pennsylvania
$218K +$218K +653 New
DAS
2735
DMKC Advisory Services
Iowa
$218K +$218K +652 New
MCM
2736
Monarch Capital Management
Indiana
$218K +$218K +650 New
MWS
2737
MFA Wealth Services
California
$217K +$217K +651 New
SC
2738
Schiavi & Co
Delaware
$217K +$217K +648 New
KP
2739
Kitching Partners
Pennsylvania
$216K +$216K +647 New
RWP
2740
Ridgecrest Wealth Partners
California
$216K +$216K +647 New
UAML
2741
US Asset Management LLC
Pennsylvania
$216K -$12.1K -36 -5%
HCM
2742
Hodges Capital Management
Texas
$216K +$216K +645 New
RA
2743
Riverstone Advisors
Texas
$216K +$216K +646 New
EBA
2744
Eagle Bay Advisors
New York
$215K -$44.5K -133 -17%
DP
2745
Denver PWM
Colorado
$215K -$8.35K -25 -4%
TWM
2746
Topsail Wealth Management
North Carolina
$215K +$215K +643 New
BMM
2747
Buffington Mohr McNeal
Idaho
$215K +$215K +642 New
SFA
2748
Seneca Financial Advisors
New York
$215K +$215K +642 New
NCM
2749
NCM Capital Management
New Jersey
$214K +$214K +641 New
AAM
2750
Austin Asset Management
Texas
$214K +$214K +640 New
108 109
110
111 112