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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 %
CIC
551
Crawford Investment Counsel
Georgia
$18.7M -$2.41M -7,205 -11%
SI
552
Sora Investors
Pennsylvania
$18.7M +$8.69M +26,001 +87%
TW
553
Trajan Wealth
Arizona
$18.7M +$881K +2,634 +5%
BAAM
554
Baker Avenue Asset Management
California
$18.7M -$711K -2,127 -4%
DWM
555
Dakota Wealth Management
Florida
$18.6M +$16.2M +48,456 +665%
FFB
556
First Financial Bankshares
Texas
$18.5M -$155K -464 -0.8%
WTC
557
WhitTier Trust Company
Nevada
$18.4M +$2.44M +7,289 +15%
GT
558
Glenview Trust
Kentucky
$18.3M +$2.29M +6,852 +14%
RC
559
RDST Capital
Washington
$18.3M -$10.2M -30,485 -36%
OCM
560
One Capital Management
California
$18.2M -$1.45M -4,323 -7%
LP
561
LMR Partners
United Kingdom
$18.1M +$16.8M +50,307 +1,310%
MCM
562
Mill Capital Management
North Carolina
$18.1M +$1K +3 +0%
TW
563
Transform Wealth
Colorado
$18.1M +$1.27M +3,783 +8%
BFS
564
Bradley Foster & Sargent
Connecticut
$18M -$478K -1,431 -3%
NB
565
Norinchukin Bank
Japan
$17.9M +$921K +2,754 +5%
QC
566
Quadrature Capital
United Kingdom
$17.9M +$4.78M +14,301 +37%
NRS
567
Neville Rodie & Shaw
New York
$17.8M +$722K +2,160 +4%
KOCAA
568
Knights of Columbus Asset Advisors
Connecticut
$17.8M -$396K -1,184 -2%
MIM
569
Marco Investment Management
Georgia
$17.8M -$63.9K -191 -0.4%
BPA
570
Beacon Pointe Advisors
California
$17.8M -$1.54M -4,603 -8%
SRC
571
Shufro Rose & Co
New York
$17.6M +$11.7K +35 +0.1%
SCA
572
Stonebridge Capital Advisors
Minnesota
$17.5M -$87.9K -263 -0.5%
JRP
573
Jasper Ridge Partners
California
$17.3M -$739K -2,209 -4%
CC
574
Cornerstone Capital
California
$17.2M -$1.46M -4,375 -8%
LSERS
575
Louisiana State Employees Retirement System
Louisiana
$17.2M -$1.07M -3,200 -6%
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