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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 %
PF
676
Phoenix Financial
Israel
$12.4M +$3.52M +10,520 +39%
VIM
677
Vinva Investment Management
Australia
$12.4M -$5.04K -15 -0%
GAM
678
Groupama Asset Management
France
$12.4M -$19.4M -57,704 -61%
EAM
679
EULAV Asset Management
Florida
$12.4M -$334K -998 -3%
JMFC
680
J.M. Forbes & Co
Massachusetts
$12.3M +$30.4K +91 +0.2%
RWA
681
River Wealth Advisors
Pennsylvania
$12.3M +$8.18M +24,473 +200%
ET
682
Equitable Trust
Tennessee
$12.3M -$2.88M -8,603 -19%
HVIA
683
Hudson Valley Investment Advisors
New York
$12.2M -$1.09M -3,252 -8%
FIA
684
Foundations Investment Advisors
Arizona
$12.2M +$1.59M +4,752 +15%
NRG
685
Nemes Rush Group
Michigan
$12.2M +$828K +2,478 +7%
GFM
686
GF Fund Management
China
$12.2M +$12.2M +36,379 New
SG Americas Securities
687
SG Americas Securities
New York
$12.1M -$42M -125,560 -78%
NAMM
688
NorthStar Asset Management (Massachusetts)
Massachusetts
$12M -$515K -1,540 -4%
SSB
689
Sandy Spring Bank
Maryland
$12M -$489K -1,463 -4%
PCA
690
Pallas Capital Advisors
Massachusetts
$12M -$291K -870 -2%
SWA
691
Stratos Wealth Advisors
Ohio
$11.9M +$151K +452 +1%
NC
692
NZS Capital
Colorado
$11.8M -$29.6M -88,481 -72%
ECM
693
Evergreen Capital Management
Washington
$11.8M +$3.2M +9,552 +37%
CA
694
CSM Advisors
Pennsylvania
$11.8M -$771K -2,308 -6%
KA
695
Kintegral Advisory
New York
$11.6M -$539K -1,609 -4%
KAS
696
Kemnay Advisory Services
New York
$11.5M +$11.5M +34,498 New
WC
697
Whitney & Co
New York
$11.5M +$54.5K +163 +0.5%
KeyBank National Association
698
KeyBank National Association
Ohio
$11.5M +$430K +1,287 +4%
IPAM
699
ICICI Prudential Asset Management
India
$11.4M -$2.36M -7,070 -17%
DF
700
DNCA Finance
France
$11.4M +$100K +300 +0.9%
26 27
28
29 30