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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 %
Lido Advisors
401
Lido Advisors
California
$36.5M +$240K +718 +0.7%
SOADOR
402
State of Alaska Department of Revenue
Alaska
$36.4M -$1.19M -3,555 -3%
KAS
403
Kestra Advisory Services
Texas
$36.4M -$5.86M -17,534 -14%
SI
404
Stephens Inc
Arkansas
$35.8M +$3.04M +9,081 +9%
NCM
405
Nellore Capital Management
California
$35.8M -$40.6M -121,377 -53%
CGH
406
Crossmark Global Holdings
Texas
$35.8M +$3.71M +11,104 +12%
EWA
407
EP Wealth Advisors
California
$35.1M +$838K +2,506 +2%
QCM
408
Quantinno Capital Management
New York
$35M +$6.26M +18,728 +22%
TS
409
Triglav Skladi
Slovenia
$34.8M +$34.8M +104,119 New
AIM
410
Achmea Investment Management
Netherlands
$34.8M +$1.43M +4,278 +4%
PD
411
Point72 (DIFC)
United Arab Emirates
$34.8M +$34.8M +104,072 New
CA
412
Commerzbank Aktiengesellschaft
Germany
$34.4M -$1.45M -4,329 -4%
CCM
413
Chilton Capital Management
Texas
$34.4M -$271K -810 -0.8%
TH
414
TCTC Holdings
Texas
$34.3M +$67.9K +203 +0.2%
PNC
415
Park National Corp
Ohio
$33.8M -$6.63M -19,817 -16%
TNB
416
Thomasville National Bank
Georgia
$33.8M -$20.4K -61 -0.1%
TMAM
417
Tokio Marine Asset Management
Japan
$33.7M +$622K +1,859 +2%
Wealthfront Advisers
418
Wealthfront Advisers
California
$33.6M +$2.54M +7,602 +8%
CS
419
Clear Street
New York
$33.4M – – –
NAM
420
NorthCrest Asset Manangement
Minnesota
$33.4M +$202K +604 +0.6%
EI
421
Ethic Inc
New York
$33.3M +$5.32M +15,921 +19%
DILIC
422
Dai-ichi Life Insurance Company
Japan
$33.3M +$7.17M +21,437 +27%
Pacer Advisors
423
Pacer Advisors
Pennsylvania
$33M +$3.82M +11,435 +13%
VPIM
424
Vanguard Personalized Indexing Management
California
$32.9M +$2.89M +8,637 +10%
CIS
425
Capital International Sarl
California
$32.8M -$953K -2,849 -3%
15 16
17
18 19