CRM icon

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 %
KPWS
501
Kestra Private Wealth Services
Texas
$22.9M +$202K +603 +0.9%
BCAM
502
Boston Common Asset Management
Massachusetts
$22.8M -$5.37M -16,053 -19%
CIA
503
CCM Investment Advisers
South Carolina
$22.5M +$51.2K +153 +0.2%
PA
504
Parallel Advisors
California
$22.4M +$79.2K +237 +0.4%
BVDMP
505
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22.3M -$1.13M -3,500 -5%
KRS
506
Kentucky Retirement Systems
Kentucky
$22.3M -$307K -917 -1%
CWM
507
Congress Wealth Management
Massachusetts
$22.2M -$592K -1,772 -3%
PFS
508
Prospera Financial Services
Texas
$22.2M +$3.86M +11,542 +21%
Group One Trading
509
Group One Trading
Illinois
$22.2M -$17.2M -51,377 -44%
HIP
510
HUB Investment Partners
Texas
$22M -$1.92M -5,743 -8%
EB
511
Eastern Bank
Massachusetts
$22M -$563K -1,683 -2%
AIP
512
ARS Investment Partners
New York
$21.9M +$342K +1,024 +2%
GVAG
513
Great Valley Advisor Group
Delaware
$21.9M -$808K -2,418 -4%
DA
514
Dash Acquisitions
California
$21.8M +$549K +1,525 +3%
LWM
515
Lyell Wealth Management
California
$21.5M +$8.36K +25 +0%
BFIM
516
Beese Fulmer Investment Management
Ohio
$21.3M -$135K -405 -0.6%
BCM
517
Benchstone Capital Management
New York
$21.2M +$21.2M +63,338 New
MCM
518
Moore Capital Management
New York
$21.2M +$9.18M +27,444 +77%
AF
519
Avanza Fonder
Sweden
$21.1M +$21.1M +62,989 New
CP
520
CenterBook Partners
Connecticut
$21M +$21M +62,890 New
Envestnet Portfolio Solutions
521
Envestnet Portfolio Solutions
Illinois
$21M +$2.14M +6,404 +11%
MASUI
522
MIRAE ASSET SECURITIES (USA) INC.
New York
$21M +$21M +62,762 New
BT
523
Banque Transatlantique
France
$20.9M +$20.9M +63,228 New
WIA
524
World Investment Advisors
California
$20.9M +$2.66M +7,961 +15%
TF
525
Talbot Financial
Washington
$20.8M -$546K -1,632 -3%
19 20
21
22 23