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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 %
AHB
476
Abner Herrman & Brock
New Jersey
$25.8M +$230K +688 +0.9%
UF
477
Univest Financial
Pennsylvania
$25.5M -$361K -1,080 -1%
PCMC
478
Paragon Capital Management (Colorado)
Colorado
$25.4M – – –
GIBU
479
Gulf International Bank (UK)
United Kingdom
$25.4M -$115K -344 -0.5%
FSA
480
Franklin Street Advisors
North Carolina
$25.3M +$846K +2,530 +3%
HPG
481
Harvest Portfolios Group
Ontario, Canada
$25M -$4.84M -14,467 -16%
SIA
482
Sit Investment Associates
Minnesota
$24.9M +$4.47M +13,355 +22%
CA
483
Clearstead Advisors
Ohio
$24.7M +$355K +1,062 +1%
QFA
484
Quattro Financial Advisors
Texas
$24.7M +$3.3M +10,000 +15%
LWIC
485
Leith Wheeler Investment Counsel
British Columbia, Canada
$24.5M +$24.5M +73,297 New
MIA
486
MMBG Investment Advisors
Florida
$24.3M -$1.66M -4,952 -6%
GIM
487
Generate Investment Management
New Zealand
$24.3M +$24.1K +72 +0.1%
LIP
488
Liontrust Investment Partners
United Kingdom
$24.3M -$5.6M -16,760 -19%
YC
489
Yarbrough Capital
Tennessee
$24.2M – – –
LFM
490
LGT Fund Management
Liechtenstein
$24M +$3.84M +11,481 +19%
TRCT
491
Tower Research Capital (TRC)
New York
$23.9M -$249K -745 -1%
IG
492
Ithaka Group
Virginia
$23.7M -$1M -2,999 -4%
HTC
493
Haverford Trust Company
Pennsylvania
$23.7M +$968K +2,896 +4%
PAG
494
Private Advisor Group
New Jersey
$23.6M -$316K -946 -1%
NNPTE
495
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.5M +$23.5M +70,395 New
DWP
496
Daymark Wealth Partners
Ohio
$23.5M -$21.2K -158 -0.1%
BFM
497
Boothbay Fund Management
New York
$23.4M +$9.26M +27,705 +65%
CSS
498
Cubist Systematic Strategies
Connecticut
$23.4M +$23.4M +69,845 New
MAM
499
Martingale Asset Management
Massachusetts
$23.2M -$196K -587 -0.8%
WT
500
Washington Trust
Rhode Island
$23.2M -$288K -861 -1%
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