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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 %
CCM
426
Candlestick Capital Management
Connecticut
$32.7M +$32.7M +97,833 New
VCM
427
Valiant Capital Management
California
$32.6M +$3.71M +11,100 +13%
GT
428
Greenleaf Trust
Michigan
$32.6M -$814K -2,434 -2%
PE
429
Point72 Europe
United Kingdom
$32.5M +$11M +32,800 +51%
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$32.4M -$8.63M -25,824 -21%
WB
431
WesBanco Bank
West Virginia
$32.2M +$221K +662 +0.7%
TAM
432
Taurus Asset Management
New York
$31.8M -$301K -901 -0.9%
WIM
433
Weitz Investment Management
Nebraska
$31.8M – – –
NA
434
NewEdge Advisors
Louisiana
$31.5M +$1.01M +3,007 +3%
HIIFS
435
Harel Insurance Investments & Financial Services
Israel
$31.3M +$30.9M +92,235 +7,487%
AAP
436
Ardsley Advisory Partners
Connecticut
$30.8M +$19.9M +59,500 +183%
MFIM
437
Mesirow Financial Investment Management
Illinois
$30.6M -$92.6K -277 -0.3%
BFO
438
Boston Family Office
Massachusetts
$30.5M -$112K -334 -0.4%
OAC
439
OMERS Administration Corp
Ontario, Canada
$30.4M +$1.17M +3,500 +4%
GAM
440
Generali Asset Management
Italy
$30.4M +$30.4M +90,874 New
BP
441
BNP Paribas
France
$30.4M -$5.39M -16,058 -15%
MSU
442
Mizuho Securities USA
New York
$30.3M +$9.29M +27,773 +44%
LPP
443
Long Path Partners
Connecticut
$30.1M -$3.58M -10,708 -11%
KC
444
Kadensa Capital
Hong Kong
$30.1M +$3.6M +10,765 +14%
MAM
445
Magellan Asset Management
Australia
$30.1M -$5.89M -17,624 -16%
PP
446
Paloma Partners
Connecticut
$29.8M +$21.3M +63,700 +250%
AI
447
Atria Investments
North Carolina
$29.6M +$3.19M +9,549 +12%
TIAA Trust, National Association
448
TIAA Trust, National Association
North Carolina
$29.6M -$562K -1,681 -2%
TCM
449
Tran Capital Management
California
$29.3M -$2.3M -6,872 -7%
UB
450
UMB Bank
Missouri
$29.3M -$294K -879 -1%
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