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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 %
ECM
826
Everence Capital Management
Indiana
$7.7M -$602K -1,800 -7%
VSQM
827
V-Square Quantitative Management
Illinois
$7.7M +$389K +1,164 +5%
LOAME
828
Lombard Odier Asset Management (Europe)
United Kingdom
$7.7M – – –
LF
829
Longbow Finance
Switzerland
$7.68M +$364K +1,089 +5%
SWA
830
SFMG Wealth Advisors
Texas
$7.68M -$128K -383 -2%
RIG
831
Renaissance Investment Group
Massachusetts
$7.67M +$554K +1,656 +8%
MOS
832
MGO One Seven
Ohio
$7.66M -$14K -42 -0.2%
WI
833
Wahed Invest
New York
$7.66M +$130K +390 +2%
TCM
834
Twin Capital Management
Pennsylvania
$7.66M +$134K +402 +2%
EGM
835
Engineers Gate Manager
New York
$7.65M +$7.65M +22,879 New
CCM
836
Coldstream Capital Management
Washington
$7.62M -$72.2K -216 -0.9%
DS
837
DRW Securities
Illinois
$7.61M +$4.51M +13,496 +146%
PT
838
Plimoth Trust
Massachusetts
$7.61M -$87.3K -261 -1%
AF
839
Allworth Financial
California
$7.59M +$384K +1,153 +5%
DJSG
840
D.J. St. Germain
Massachusetts
$7.58M +$19.1K +57 +0.3%
KCM
841
Kornitzer Capital Management
Kansas
$7.57M -$1.01M -3,024 -12%
VCM
842
Vision Capital Management
Oregon
$7.57M +$12.4K +37 +0.2%
USAA
843
United Services Automobile Association
Texas
$7.55M -$32.1K -96 -0.4%
SIMG
844
Sonora Investment Management Group
Arizona
$7.55M +$1.08M +3,239 +17%
TC
845
Triavera Capital
California
$7.55M +$7.55M +22,573 New
HCP
846
Hamilton Capital Partners
Georgia
$7.53M +$7.53M +22,517 New
DWM
847
Diversify Wealth Management
Utah
$7.53M +$2.33M +7,335 +45%
OL
848
Optas LLC
Texas
$7.53M +$5.11M +15,270 +211%
TFS
849
Thoroughbred Financial Services
Tennessee
$7.47M +$222K +665 +3%
EIM
850
Essex Investment Management
Massachusetts
$7.36M -$151K -452 -2%
32 33
34
35 36