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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 %
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$928K +2,777 +10%
PIM
727
Plato Investment Management
Australia
$10.3M +$289K +862 +3%
CCM
728
Channing Capital Management
Illinois
$10.3M -$1.15M -3,435 -10%
LFAS
729
Level Four Advisory Services
Texas
$10.3M +$412K +1,231 +4%
PAS
730
Park Avenue Securities
New York
$10.3M +$1.57M +4,704 +18%
BONST
731
Bank of Nova Scotia Trust
Ontario, Canada
$10.3M +$475K +1,422 +5%
RRAM
732
River Road Asset Management
Kentucky
$10.2M +$453K +1,355 +5%
AG
733
AIA Group
Hong Kong
$10.2M +$2.15M +6,421 +27%
CA
734
Callahan Advisors
Texas
$10.2M +$126K +377 +1%
AWM
735
Apollon Wealth Management
South Carolina
$10.2M +$1.53M +4,564 +18%
NMIMC
736
Northwestern Mutual Investment Management Company
Wisconsin
$10.1M -$120K -358 -1%
PCM
737
Prana Capital Management
Connecticut
$10.1M +$9.11M +27,253 +889%
SIM
738
Seaview Investment Managers
Florida
$10.1M -$1.98M -5,911 -16%
CDDEC
739
Caisse Des Depots Et Consignations
France
$10.1M +$10.1M +30,191 New
CWM
740
Calamos Wealth Management
Illinois
$9.97M +$8.87M +26,545 +813%
Hudson Bay Capital Management
741
Hudson Bay Capital Management
Connecticut
$9.96M -$5.7M -17,063 -36%
TPCW
742
TD Private Client Wealth
New York
$9.82M +$4.18M +12,501 +74%
LOAMS
743
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.8M +$839K +2,508 +9%
PFM
744
Premier Fund Managers
United Kingdom
$9.78M +$9.78M +29,120 New
RCW
745
Rheos Capital Works
Japan
$9.7M +$9.7M +29,000 New
MCM
746
Maytus Capital Management
New York
$9.7M +$9.7M +29,000 New
WS
747
Wedbush Securities
California
$9.66M -$320K -956 -3%
HI
748
Horizon Investments
North Carolina
$9.64M +$2.09M +6,248 +28%
BCM
749
Bayesian Capital Management
New York
$9.62M +$9.62M +28,768 New
MCM
750
Marsico Capital Management
Colorado
$9.58M +$9.58M +28,653 New
28 29
30
31 32