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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 %
UOC
701
UBS O'Connor
Illinois
$11.3M +$9.66M +28,896 +578%
EAM
702
EdenTree Asset Management
United Kingdom
$11.3M -$2.16M -6,445 -16%
HT
703
Headlands Technologies
Illinois
$11.3M +$11.3M +33,814 New
SCA
704
Snowden Capital Advisors
New York
$11.3M +$460K +1,375 +4%
SVCP
705
Silicon Valley Capital Partners
California
$11.3M +$158K +473 +1%
VFA
706
Valeo Financial Advisors
Indiana
$11.3M +$105K +744 +0.9%
LMIM
707
Lockheed Martin Investment Management
Maryland
$11.2M +$1.32M +3,950 +13%
SB
708
Simmons Bank
Arkansas
$11.2M -$116K -346 -1%
NCM
709
Novare Capital Management
North Carolina
$11.1M -$107K -321 -1%
PA
710
Pinnacle Associates
New York
$11.1M +$504K +1,508 +5%
SAM
711
Sompo Asset Management
Japan
$11.1M -$1.1M -3,285 -9%
HIC
712
Hartline Investment Corp
Illinois
$11.1M +$11.1M +33,071 New
EF
713
Empirical Finance
Pennsylvania
$11M -$131K -393 -1%
BL
714
BCWM LLC
Kansas
$10.9M +$10.9M +32,709 New
CM
715
Churchill Management
California
$10.9M +$10.9M +32,696 New
PS
716
Principal Securities
Iowa
$10.9M +$1.76M +5,262 +19%
PFU
717
Parus Finance (UK)
United Kingdom
$10.8M -$308K -921 -3%
GIM
718
Grassi Investment Management
California
$10.8M -$83.6K -250 -0.8%
AAMU
719
APG Asset Management US
New York
$10.7M -$5.28M -15,800 -33%
PA
720
Procyon Advisors
Connecticut
$10.7M +$419K +1,252 +4%
MHC
721
Meyer Handelman Company
New York
$10.6M -$81.9K -245 -0.8%
CWM
722
CMH Wealth Management
New Hampshire
$10.5M -$329K -982 -3%
EWA
723
Exencial Wealth Advisors
Oklahoma
$10.5M -$9.2M -27,528 -47%
BWFA
724
Baltimore-Washington Financial Advisors
Maryland
$10.4M +$220K +659 +2%
BF
725
BOK Financial
Oklahoma
$10.4M -$356K -1,121 -3%
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