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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 %
MWM
776
Modera Wealth Management
New Jersey
$8.66M +$521K +1,559 +6%
MIS
777
Morningstar Investment Services
Illinois
$8.61M -$82.6M -247,116 -91%
CIA
778
Concurrent Investment Advisors
Florida
$8.61M -$335K -2,008 -4%
BJL
779
Brighton Jones LLC
Washington
$8.58M +$1.04M +3,102 +14%
SPC
780
Sigma Planning Corp
Michigan
$8.57M +$206K +617 +2%
SA
781
Strategic Advisors
New York
$8.54M +$74.2K +222 +0.9%
CTC
782
Central Trust Company
Missouri
$8.51M +$619K +1,850 +8%
VVP
783
Venture Visionary Partners
Ohio
$8.49M +$756K +2,262 +10%
HCM
784
Harvey Capital Management
Florida
$8.46M -$1.28M -3,830 -13%
HAG
785
HighPoint Advisor Group
Illinois
$8.44M +$922K +2,826 +12%
BG
786
BDF Gestion
France
$8.4M -$1.09M -3,266 -11%
MWM
787
Meridian Wealth Management
Kentucky
$8.4M +$470K +1,405 +6%
Impax Asset Management Group
788
Impax Asset Management Group
United Kingdom
$8.4M -$20.7M -61,828 -71%
AAM
789
Advisors Asset Management
Colorado
$8.36M +$981K +2,933 +13%
LSA
790
L & S Advisors
California
$8.34M +$6.2M +18,542 +290%
PWS
791
Peloton Wealth Strategists
Indiana
$8.33M +$26.1K +78 +0.3%
SAM
792
SP Asset Management
California
$8.31M -$245K -732 -3%
QPBE
793
Quintet Private Bank (Europe)
Luxembourg
$8.3M -$385K -1,153 -4%
PTB
794
Pioneer Trust Bank
Oregon
$8.28M +$261K +780 +3%
ST
795
Spinnaker Trust
Maine
$8.27M +$13.7K +41 +0.2%
KFP
796
KMG Fiduciary Partners
Ohio
$8.24M +$184K +549 +2%
MWM
797
Marietta Wealth Management
Georgia
$8.22M +$104K +310 +1%
CCS
798
Concentric Capital Strategies
Connecticut
$8.18M +$5.91M +17,690 +261%
BRWA
799
B. Riley Wealth Advisors
Florida
$8.18M -$1.06M -3,162 -11%
HFS
800
Hantz Financial Services
Michigan
$8.12M +$470K +1,406 +6%
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