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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 %
WCM
301
Windward Capital Management
California
$65.3M -$813K -2,433 -1%
JAM
302
Jupiter Asset Management
United Kingdom
$65M +$43.1M +128,999 +197%
HNB
303
Huntington National Bank
Ohio
$64.7M +$28.1M +84,064 +77%
MC
304
Maverick Capital
Texas
$64.6M -$25.6M -76,573 -28%
MVIP
305
Mar Vista Investment Partners
California
$64.4M -$3.64M -10,893 -5%
M&T Bank
306
M&T Bank
New York
$64.3M -$288K -862 -0.4%
SL
307
Summitry LLC
California
$62.9M -$388K -1,160 -0.6%
ASC
308
Atalanta Sosnoff Capital
New York
$61.5M +$61.5M +183,947 New
Lord, Abbett & Co
309
Lord, Abbett & Co
New Jersey
$61.4M +$61.4M +183,602 New
SA
310
Sanctuary Advisors
Indiana
$61.4M +$12.2M +35,493 +25%
II
311
IFM Investors
Australia
$61.2M -$5.71M -17,081 -9%
QCM
312
QRG Capital Management
Illinois
$60.7M +$4.5M +13,463 +8%
JSC
313
J. Stern & Co
United Kingdom
$60.1M +$3.88M +11,609 +7%
GIA
314
Gateway Investment Advisers
Ohio
$60.1M -$749K -2,241 -1%
MFWM
315
Motley Fool Wealth Management
Virginia
$59.8M -$3.75M -11,305 -6%
HIMC
316
Heritage Investors Management Corp
Maryland
$58.8M -$155K -465 -0.3%
FFM
317
Fisher Funds Management
New Zealand
$58.7M +$58.7M +176,036 New
SSA
318
Schonfeld Strategic Advisors
New York
$58.5M +$27.1M +81,053 +86%
AssetMark Inc
319
AssetMark Inc
California
$58.3M +$14.3M +42,903 +33%
FCI
320
Financial Counselors Inc
Kansas
$57.4M +$815K +2,439 +1%
MML Investors Services
321
MML Investors Services
Massachusetts
$57.1M +$5.36M +16,023 +10%
Nomura Holdings
322
Nomura Holdings
Japan
$57M +$36.1M +107,980 +173%
WP
323
Woodline Partners
California
$56.8M +$56.5M +168,911 +19,437%
SC
324
Scotia Capital
Ontario, Canada
$55.8M +$6.19M +18,525 +12%
TRSOTSOK
325
Teachers Retirement System of the State of Kentucky
Kentucky
$55.1M -$4.06M -12,148 -7%
11 12
13
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