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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 %
CTI
451
Community Trust & Investment
Kentucky
$29.2M +$21.7K +65 +0.1%
A
452
Atomvest
Hong Kong
$29.2M +$14.4M +43,100 +98%
EMPI
453
Elo Mutual Pension Insurance
Finland
$29.2M -$1.62M -4,850 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
454
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.1M -$115M -344,492 -80%
MFAM
455
Motley Fool Asset Management
Virginia
$29M +$2.82M +8,449 +11%
ZIM
456
Zacks Investment Management
Illinois
$29M +$17.4M +51,919 +149%
BBA
457
Baader Bank Aktiengesellschaft
Germany
$28.8M -$2.38M -7,130 -8%
PAI
458
Pittenger & Anderson Inc
Nebraska
$28.8M +$139K +416 +0.5%
AAS
459
Annex Advisory Services
Wisconsin
$28.2M +$2.92M +8,722 +12%
DIA
460
Dana Investment Advisors
Wisconsin
$28.1M +$566K +1,694 +2%
CFG
461
Citizens Financial Group
Rhode Island
$28M +$725K +2,168 +3%
DIA
462
Davidson Investment Advisors
Montana
$27.8M +$383K +1,146 +1%
CFB
463
Cullen/Frost Bankers
Texas
$27.7M +$123K +367 +0.4%
WorldQuant Millennium Advisors
464
WorldQuant Millennium Advisors
New York
$27.7M -$7.89M -23,599 -22%
AG
465
Avala Global
New York
$27.5M +$27.5M +82,200 New
OPERF
466
Oregon Public Employees Retirement Fund
Oregon
$27.4M -$317K -949 -1%
Acadian Asset Management
467
Acadian Asset Management
Massachusetts
$27.4M -$3.15M -9,415 -10%
AAS
468
Avantax Advisory Services
Texas
$27.3M +$1.55M +4,623 +6%
ONB
469
Old National Bancorp
Indiana
$26.9M +$134K +401 +0.5%
CAM
470
Cresset Asset Management
Illinois
$26.7M -$22.8M -68,153 -46%
FLPIM
471
F.L. Putnam Investment Management
Massachusetts
$26.7M -$3.51M -10,506 -12%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$26.7M +$925K +2,768 +4%
RMCM
473
Reynders McVeigh Capital Management
Massachusetts
$26.6M +$12M +35,889 +82%
NPT
474
Nixon Peabody Trust
Massachusetts
$26.2M +$16.7K +50 +0.1%
FCH
475
Freestone Capital Holdings
Washington
$26.1M -$1.1M -3,301 -4%
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