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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 %
EH
801
Equitable Holdings
New York
$8.07M +$430K +1,287 +6%
ZB
802
Zions Bancorporation
Utah
$8.07M +$2.1M +6,270 +35%
BHB
803
Bank Hapoalim BM
Israel
$8.07M +$421K +1,259 +6%
TCA
804
Trifecta Capital Advisors
Illinois
$8.05M +$258K +771 +3%
MWM
805
Mission Wealth Management
California
$8.03M +$1.49M +4,457 +23%
JIC
806
Johnson Investment Counsel
Ohio
$8.01M -$62.2K -186 -0.8%
SGI
807
Summit Global Investments
Utah
$8M +$2.01K +6 +0%
AC
808
Asio Capital
Kentucky
$8M -$50.5K -151 -0.6%
FMI
809
F/M Investments
District of Columbia
$7.99M +$5.77M +17,250 +260%
BFM
810
Boston Financial Management
Massachusetts
$7.96M -$15K -45 -0.2%
JCM
811
Jag Capital Management
Missouri
$7.93M +$7.62M +22,797 +2,508%
GIM
812
Generali Investments Management
Slovenia
$7.88M +$7.88M +23,566 New
EIA
813
Eastover Investment Advisors
North Carolina
$7.86M -$221K -662 -3%
CUAMC
814
China Universal Asset Management Company
China
$7.86M +$703K +2,101 +10%
SBIA
815
Sheaff Brock Investment Advisors
Indiana
$7.85M -$904K -2,704 -10%
BZWA
816
Blue Zone Wealth Advisors
California
$7.82M +$51.5K +154 +0.7%
GIC
817
GFI Investment Counsel
Ontario, Canada
$7.79M +$649K +1,941 +9%
MWM
818
Moran Wealth Management
Florida
$7.78M -$96.6K -289 -1%
CYG
819
Clean Yield Group
Vermont
$7.76M -$20.7K -62 -0.3%
CI
820
Ceera Investments
Texas
$7.76M -$105K -315 -1%
SWM
821
Selective Wealth Management
Virginia
$7.75M -$476K -1,472 -6%
WB
822
Webster Bank
Connecticut
$7.74M -$233K -696 -3%
SFI
823
Siemens Fonds Invest
Germany
$7.73M +$296K +882 +4%
VST
824
Van Strum & Towne
California
$7.73M +$55.5K +166 +0.7%
ZCI
825
Zevenbergen Capital Investments
Washington
$7.72M +$2.71M +8,100 +54%
31 32
33
34 35