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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 %
JSSH
626
J. Safra Sarasin Holding
$14.8M +$2.04M +6,095 +16%
TCOV
627
Trust Company of Vermont
Vermont
$14.7M +$2.15M +6,433 +17%
SCM
628
Soros Capital Management
New York
$14.7M +$14.7M +44,000 New
CSP
629
Cary Street Partners
Virginia
$14.7M +$14.7M +43,981 New
P
630
&Partners
Tennessee
$14.7M +$6.22M +18,670 +73%
SWP
631
Strategic Wealth Partners
Ohio
$14.6M +$2.75M +8,323 +23%
IB
632
Iyo Bank
Japan
$14.6M – – –
IAA
633
Independent Advisor Alliance
North Carolina
$14.5M +$2.75M +8,240 +23%
RSS
634
Rosenblum Silverman Sutton
California
$14.5M -$199K -596 -1%
PI
635
PGGM Investments
Netherlands
$14.4M +$472K +1,413 +3%
GI
636
Gradient Investments
Minnesota
$14.3M -$3.13M -9,357 -18%
CA
637
Cornerstone Advisors
North Carolina
$14.3M -$1.74M -5,200 -11%
QIM
638
Quest Investment Management
Oregon
$14.2M -$2.77M -8,292 -16%
VC
639
Vestor Capital
Illinois
$14.2M +$164K +491 +1%
ACIM
640
Azimuth Capital Investment Management
Michigan
$14.2M -$31.1K -93 -0.2%
BWL
641
Bogart Wealth LLC
Virginia
$14.1M -$1.55M -4,649 -10%
AWA
642
Arkadios Wealth Advisors
Georgia
$14.1M +$1.41M +4,212 +11%
MM
643
Monolith Management
Hong Kong
$14M +$14M +42,000 New
Tudor Investment Corp
644
Tudor Investment Corp
Connecticut
$14M +$9.16M +27,411 +188%
PAS
645
Point72 Asia (Singapore)
Singapore
$14M +$14M +41,861 New
CWP
646
CFM Wealth Partners
Texas
$14M -$66.5K -199 -0.5%
MIC
647
Means Investment Company
Maine
$14M -$81.6K -244 -0.6%
PA
648
Profund Advisors
Maryland
$13.8M -$943K -2,820 -6%
GLA
649
Great Lakes Advisors
Illinois
$13.7M -$369K -1,104 -3%
LPCM
650
Lynwood Price Capital Management
Texas
$13.7M +$13.7M +41,000 New
24 25
26
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