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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 %
MPM
876
Meritage Portfolio Management
Kansas
$6.89M -$146K -438 -2%
GMFG
877
Greater Midwest Financial Group
Minnesota
$6.87M -$46.1K -138 -0.7%
CWP
878
Cyndeo Wealth Partners
Florida
$6.82M -$154K -461 -2%
SB
879
Strategic Blueprint
Georgia
$6.82M +$652K +1,949 +11%
YIA
880
YHB Investment Advisors
Connecticut
$6.74M +$309K +925 +5%
B
881
Bailard
California
$6.73M +$21.4K +64 +0.3%
GPTE
882
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.73M – – –
CIG
883
Consolidated Investment Group
Colorado
$6.72M -$1.04M -3,100 -13%
BCCM
884
Bridge Creek Capital Management
Massachusetts
$6.72M -$121K -361 -2%
SIA
885
SeaBridge Investment Advisors
New Jersey
$6.71M +$111K +333 +2%
LTAS
886
Linden Thomas Advisory Services
North Carolina
$6.7M +$298K +891 +5%
TAM
887
Telemark Asset Management
Massachusetts
$6.69M +$6.69M +20,000 New
MTIM
888
Marathon Trading Investment Management
Pennsylvania
$6.69M +$6.69M +19,997 New
VT
889
Vise Technologies
New York
$6.68M +$1.52M +4,558 +30%
S
890
SignatureFD
Georgia
$6.63M +$320K +956 +5%
BP
891
Ballentine Partners
Massachusetts
$6.61M +$251K +752 +4%
BIP
892
Bouvel Investment Partners
Pennsylvania
$6.6M +$71.2K +213 +1%
PIA
893
Petredis Investment Advisors
Pennsylvania
$6.58M -$121K -362 -2%
MWA
894
Meridian Wealth Advisors
Texas
$6.57M -$60.2K -180 -0.9%
Polen Capital Management
895
Polen Capital Management
Florida
$6.55M -$5.39M -16,128 -45%
MFG
896
Merit Financial Group
Georgia
$6.55M +$2.51M +7,499 +62%
FHA
897
First Horizon Advisors
Tennessee
$6.5M +$208K +621 +3%
CCM
898
Cinctive Capital Management
New York
$6.49M +$3.86M +11,553 +147%
ACM
899
Atika Capital Management
New York
$6.49M +$6.49M +19,400 New
MMA
900
Miracle Mile Advisors
California
$6.47M +$47.5K +142 +0.7%
34 35
36
37 38