CRM icon

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 %
WFG
751
Wormser Freres Gestion
France
$9.51M -$301K -891 -3%
AC
752
Allstate Corporation
Illinois
$9.48M +$9.21M +27,534 +3,301%
Simplex Trading
753
Simplex Trading
Illinois
$9.43M +$3.34M +9,985 +55%
BFG
754
Bleakley Financial Group
New Jersey
$9.4M +$465K +1,391 +5%
MSE
755
MUFG Securities EMEA
United Kingdom
$9.36M -$3.56M -10,637 -28%
SAM
756
Shell Asset Management
Netherlands
$9.28M +$171K +510 +2%
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$9.27M -$79.2K -237 -0.8%
DA
758
Dillon & Associates
Michigan
$9.24M +$22.4K +67 +0.2%
IIM
759
Intact Investment Management
Quebec, Canada
$9.23M +$7.44M +22,250 +416%
BIAS
760
Beacon Investment Advisory Services
New Jersey
$9.21M -$830K -2,482 -8%
SIM
761
Stratos Investment Management
Ohio
$9.21M -$704K -2,106 -7%
HLAM
762
Hidden Lake Asset Management
New York
$9.18M +$9.18M +27,450 New
Capital Fund Management (CFM)
763
Capital Fund Management (CFM)
France
$9.16M +$9.16M +27,398 New
EF
764
Empowered Funds
Pennsylvania
$9.15M +$217K +649 +2%
AUB
765
Atlantic Union Bankshares
Virginia
$9.15M +$242K +723 +3%
KIA
766
Knollwood Investment Advisory
Maryland
$9.13M +$1M +3,000 +12%
CK
767
Cohen Klingenstein
New York
$9.13M -$334K -1,000 -4%
EWM
768
Evercore Wealth Management
New York
$9.12M +$83.6K +250 +0.9%
CCMG
769
Clark Capital Management Group
Pennsylvania
$9.03M +$1.06M +3,185 +13%
SM
770
Selkirk Management
New Jersey
$9.03M – – –
FNT
771
First National Trust
Pennsylvania
$9.02M -$1.39M -4,158 -13%
HWM
772
HB Wealth Management
Georgia
$8.93M +$894K +2,674 +11%
CCM
773
Cohen Capital Management
California
$8.85M – – –
AF
774
Arrow Financial
New York
$8.77M -$4.01K -12 -0%
QFMHK
775
Q Fund Management (Hong Kong)
$8.73M +$8.73M +26,100 New
29 30
31
32 33