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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 %
OPCM
526
Osborne Partners Capital Management
California
$20.8M -$190K -569 -0.9%
DADC
527
D.A. Davidson & Co
Montana
$20.7M +$918K +2,747 +5%
GC
528
Grimes & Company
Massachusetts
$20.7M -$188K -563 -0.9%
LIP
529
Lighthouse Investment Partners
Florida
$20.6M -$1.89M -5,663 -8%
IGAM
530
iA Global Asset Management
Quebec, Canada
$20.4M +$17.3M +51,772 +567%
GWM
531
GDS Wealth Management
Texas
$20.3M +$634K +1,896 +3%
Bessemer Group
532
Bessemer Group
New Jersey
$20.3M +$573K +1,715 +3%
BCI
533
Brinker Capital Investments
Pennsylvania
$20.3M -$3.15M -9,428 -13%
OPS
534
Orion Portfolio Solutions
Nebraska
$20.3M -$3.15M -9,428 -13%
MC
535
Middleton & Co
Massachusetts
$20.3M -$113K -338 -0.6%
PCIA
536
Prime Capital Investment Advisors
Kansas
$20.2M +$837K +2,503 +4%
FMI
537
Factory Mutual Insurance
Massachusetts
$20.1M -$5.88M -17,600 -23%
RMA
538
Roffman Miller Associates
Pennsylvania
$19.9M +$7.21M +21,566 +57%
HIMCH
539
Hartford Investment Management Co (HIMCO)
Connecticut
$19.8M -$638K -1,909 -3%
FBB
540
Fulton Breakefield Broenniman
Maryland
$19.6M -$511K -1,528 -3%
CAM
541
Cidel Asset Management
Ontario, Canada
$19.6M +$188K +562 +1%
CI
542
Capital International
California
$19.6M -$1.75M -5,235 -8%
MGP
543
Metis Global Partners
California
$19.5M +$10.4K +31 +0.1%
CFM
544
Coronation Fund Managers
South Africa
$19.2M +$288K +860 +2%
ADEF
545
Adams Diversified Equity Fund
Maryland
$19.2M – – –
WF
546
WoodTrust Financial
Wisconsin
$19.2M -$303K -905 -2%
BCM
547
Brookstone Capital Management
Illinois
$19.1M +$218K +652 +1%
A
548
Allianz
Germany
$19M -$184K -549 -1%
CM
549
Crestline Management
Texas
$18.9M -$12.7M -37,880 -40%
CCM
550
Copeland Capital Management
Pennsylvania
$18.8M -$2.84M -8,505 -13%
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