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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 %
HTHT
851
Hemenway Trust Hemenway Trust
New Hampshire
$7.32M +$6.42M +19,202 +713%
Capstone Investment Advisors
852
Capstone Investment Advisors
New York
$7.25M +$7M +20,952 +2,854%
FM
853
Family Management
New York
$7.22M +$307K +918 +4%
RAM
854
Roanoke Asset Management
New Jersey
$7.21M -$201K -600 -3%
ATC
855
Argent Trust Co
Tennessee
$7.2M +$398K +1,189 +6%
SWC
856
Square Wave Capital
New York
$7.17M +$7.17M +21,438 New
SWP
857
Square Wave Partners
New York
$7.17M +$7.17M +21,438 New
TCOK
858
Trust Company of Kansas
Kansas
$7.14M -$149K -445 -2%
RCM
859
RB Capital Management
Nevada
$7.09M -$10.7K -32 -0.2%
MIP
860
Mondrian Investment Partners
United Kingdom
$7.08M -$9.56M -27,983 -57%
IWC
861
Integrated Wealth Concepts
Massachusetts
$7.07M +$795K +2,379 +13%
HCM
862
Hillman Capital Management
Maryland
$7.07M -$16K -48 -0.2%
ISB
863
Iowa State Bank
Iowa
$7.04M -$123K -367 -2%
MM
864
Meridian Management
Arkansas
$7.03M -$469K -1,402 -6%
CTC (Chicago Trading Company)
865
CTC (Chicago Trading Company)
Illinois
$6.99M -$33.4M -99,941 -83%
FFA
866
Fragasso Financial Advisors
Pennsylvania
$6.97M -$552K -1,652 -7%
SCM
867
Sandler Capital Management
New York
$6.95M +$6.95M +20,798 New
GSEP
868
Golden State Equity Partners
California
$6.95M +$6.24M +18,670 +884%
VF
869
Virtu Financial
New York
$6.93M +$6.93M +20,718 New
ITFISA
870
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.93M +$8.73K +26 +0.1%
CBB
871
Citizens Business Bank
California
$6.92M +$2.63M +6,408 +61%
RDWM
872
Red Door Wealth Management
Tennessee
$6.91M +$485K +1,451 +8%
NP
873
NorthRock Partners
Minnesota
$6.91M -$649K -1,940 -9%
GAAM
874
Guinness Atkinson Asset Management
California
$6.89M -$2M -5,973 -22%
GAM
875
Gotham Asset Management
New York
$6.89M -$3.86M -11,541 -36%
33 34
35
36 37