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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 %
WC
651
Westwind Capital
New Mexico
$13.6M +$13.6M +40,812 New
KHLMVGHM
652
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.6M – – –
PMAM
653
Picton Mahoney Asset Management
Ontario, Canada
$13.6M +$13.6M +40,580 New
ECM
654
Exchange Capital Management
Michigan
$13.6M -$188K -563 -1%
MC
655
Moors & Cabot
Massachusetts
$13.5M +$89.6K +268 +0.7%
ACM
656
Alight Capital Management
New York
$13.4M -$10M -30,000 -43%
ZDA
657
Zweig-DiMenna Associates
New York
$13.3M +$4.95M +14,800 +59%
NEI
658
Northwest & Ethical Investments
Ontario, Canada
$13.2M +$12.7M +37,854 +2,214%
IC
659
Iconiq Capital
California
$13.1M -$11.4M -34,142 -47%
IHL
660
Investment House LLC
California
$13.1M -$70.2K -210 -0.5%
SHGA
661
Sand Hill Global Advisors
California
$13M -$398K -1,191 -3%
CM
662
Castleark Management
Illinois
$13M +$13M +38,880 New
BFA
663
Bragg Financial Advisors
North Carolina
$13M +$1.29M +3,844 +11%
PTC
664
Philadelphia Trust Company
Pennsylvania
$12.9M -$772K -2,309 -6%
JFG
665
Jefferies Financial Group
New York
$12.9M +$5.38M +16,092 +72%
MGWM
666
Marks Group Wealth Management
Minnesota
$12.8M +$33.4K +100 +0.3%
AMI
667
Amica Mutual Insurance
Rhode Island
$12.8M -$637K -1,904 -5%
RIA
668
RPG Investment Advisory
California
$12.8M +$15.4K +46 +0.1%
NSAM
669
North Star Asset Management
Wisconsin
$12.7M +$2.41M +7,205 +23%
AHC
670
Adell Harriman & Carpenter
Texas
$12.7M -$248K -743 -2%
EFM
671
E Fund Management
China
$12.7M +$6.02M +18,010 +90%
FDP
672
Financiere des Professionnels
Quebec, Canada
$12.7M -$225K -673 -2%
M
673
MOTCO
Texas
$12.5M -$371K -1,110 -3%
CG
674
Caprock Group
Idaho
$12.5M +$1.41M +4,204 +13%
SWP
675
Stratos Wealth Partners
Ohio
$12.4M +$320K +957 +3%
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