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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 %
BFWM
3101
Bright Futures Wealth Management
New York
– -$750K -2,530 Closed
XS
3102
XR Securities
Illinois
– -$679K -2,479 Closed
GAA
3103
Global Assets Advisory
Florida
– -$561K -2,072 Closed
FIA
3104
FNY Investment Advisers
New York
– -$538K -1,966 Closed
SMFG
3105
Sumitomo Mitsui Financial Group
Japan
– -$534K -1,931 Closed
SA
3106
Strategic Advocates
Utah
– -$434K -1,584 Closed
DA
3107
DCM Advisors
New York
– -$409K -1,495 Closed
KWMG
3108
King Wealth Management Group
Florida
– -$389K -1,423 Closed
ZIMP
3109
Zimmermann Investment Management & Planning
Pennsylvania
– -$382K -1,397 Closed
LSPW
3110
Lake Street Private Wealth
Illinois
– -$372K -1,359 Closed
TCWA
3111
Turtle Creek Wealth Advisors
Texas
– -$368K -1,346 Closed
KOC
3112
Koss-Olinger Consulting
Florida
– -$355K -1,296 Closed
MPM
3113
MBB Public Markets
Illinois
– -$345K -1,260 Closed
NWAG
3114
Net Worth Advisory Group
Utah
– -$340K -1,242 Closed
ETCM
3115
Evolutionary Tree Capital Management
Virginia
– -$323K -1,180 Closed
HOWA
3116
Heritage Oak Wealth Advisors
Florida
– -$323K -1,180 Closed
BSTWA
3117
Blake Schutter Theil Wealth Advisors
Ohio
– -$310K -1,132 Closed
BC
3118
Bridgefront Capital
Texas
– -$305K -1,113 Closed
GAG
3119
Goodman Advisory Group
Massachusetts
– -$286K -1,046 Closed
PCM
3120
Princeton Capital Management
New Jersey
– -$273K -999 Closed
BWA
3121
BlueChip Wealth Advisors
Georgia
– -$271K -991 Closed
SAMT
3122
Select Asset Management & Trust
Pennsylvania
– -$270K -986 Closed
SWM
3123
Silverlake Wealth Management
Vermont
– -$245K -894 Closed
HB
3124
HTLF Bank
Colorado
– -$238K -871 Closed
EGA
3125
E&G Advisors
Texas
– -$220K -804 Closed
123 124
125
126 127