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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 %
GSPF
3076
Grafton Street Partners Fund
Florida
– -$7.69M -28,095 Closed
FTDI
3077
First Trust Direct Indexing
Massachusetts
– -$7.37M -26,944 Closed
IMC Chicago
3078
IMC Chicago
Illinois
– -$7.18M -26,248 Closed
DAS
3079
Dynamic Advisor Solutions
Arizona
– -$5.98M -21,861 Closed
WIA
3080
Westbourne Investment Advisors
Maryland
– -$5.85M -21,388 Closed
AF
3081
Ally Financial
Michigan
– -$5.47M -20,000 Closed
SFS
3082
Sowell Financial Services
Arkansas
– -$4.23M -15,442 Closed
GCM
3083
Graham Capital Management
Connecticut
– -$3.84M -14,031 Closed
ONGA
3084
O'Neil Global Advisors
California
– -$2.55M -9,330 Closed
EAM
3085
EFG Asset Management
Oregon
– -$2.37M -8,646 Closed
PIMJS
3086
PKO Investment Management Joint-Stock
Poland
– -$1.92M -7,000 Closed
RC
3087
RV Capital
Switzerland
– -$1.92M -7,000 Closed
MAM
3088
Maytree Asset Management
Hong Kong
– -$1.89M -6,900 Closed
GXJ
3089
Global X Japan
Japan
– -$1.83M -6,676 Closed
GM
3090
Granger Management
New York
– -$1.51M -5,508 Closed
PIWA
3091
Prevail Innovative Wealth Advisors
Kansas
– -$1.47M -5,368 Closed
EW
3092
Elyxium Wealth
California
– -$1.34M -4,883 Closed
FFO
3093
Fiduciary Family Office
Florida
– -$1.27M -4,630 Closed
S
3094
ShariaPortfolio
Florida
– -$1.18M -4,317 Closed
CCMT
3095
CMT Capital Markets Trading
Germany
– -$1.11M -4,041 Closed
ARC
3096
Advisor Resource Council
Texas
– -$1.1M -4,033 Closed
CWP
3097
Capital Wealth Planning
Florida
– -$1.02M -3,726 Closed
CF
3098
Copperwynd Financial
Arizona
– -$996K -3,641 Closed
DFCM
3099
Dark Forest Capital Management
Puerto Rico
– -$777K -2,839 Closed
DM
3100
Deerfield Management
New York
– -$768K -2,806 Closed
122 123
124
125 126