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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 %
SPIA
376
Steward Partners Investment Advisory
New York
$42M +$1.35M +4,023 +3%
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$41.5M -$2.63M -7,864 -6%
OAM
378
Oppenheimer Asset Management
New York
$41.3M +$986K +2,948 +2%
VA
379
Vident Advisory
Georgia
$40.9M +$1.85M +5,535 +5%
BPWM
380
Badgley Phelps Wealth Managers
Washington
$40.8M -$511K -1,526 -1%
AS
381
Aware Super
Australia
$40.4M +$40.4M +120,787 New
PP
382
Prudential plc
United Kingdom
$40.4M +$375K +1,123 +0.9%
Two Sigma Investments
383
Two Sigma Investments
New York
$40.3M +$36.7M +109,699 +1,005%
WT
384
Whittier Trust
California
$40.1M +$3.98M +11,919 +11%
SCM
385
Silvant Capital Management
Georgia
$39.8M -$3.71M -11,107 -9%
GA
386
GuoLine Advisory
Singapore
$39.4M – – –
YCM
387
Yousif Capital Management
Michigan
$39.3M -$2.81M -8,398 -7%
OCM
388
Osterweis Capital Management
California
$39M +$15.7M +46,998 +67%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$39M +$4.62M +13,827 +13%
NAM
390
Nissay Asset Management
Japan
$38.9M -$530K -1,566 -1%
HCMG
391
Howard Capital Management Group
California
$38.5M +$105K +315 +0.3%
NP
392
NS Partners
United Kingdom
$38.4M +$4.4M +13,161 +13%
MOACM
393
Mutual of America Capital Management
New York
$38.3M -$1.6M -4,795 -4%
BHC
394
Bowen Hanes & Co
Florida
$38.2M +$38.2M +114,380 New
RG
395
Renaissance Group
Kentucky
$37.7M -$2.45M -7,331 -6%
Pathstone Holdings
396
Pathstone Holdings
New Jersey
$37.3M +$494K +1,479 +1%
AAF
397
Andra AP-fonden
Sweden
$37M -$22.4M -67,000 -38%
Verition Fund Management
398
Verition Fund Management
Connecticut
$36.9M +$32.8M +98,130 +798%
UCFA
399
United Capital Financial Advisors
Texas
$36.8M +$1.12M +3,351 +3%
GC
400
Guggenheim Capital
Illinois
$36.5M -$4.3M -12,873 -11%
14 15
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