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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 %
LFRG
901
Lazard Frères Gestion
France
$6.45M -$602K -1,800 -9%
SC
902
Sawyer & Company
Massachusetts
$6.43M +$20.7K +62 +0.3%
BBHC
903
Brown Brothers Harriman & Co
New York
$6.4M -$259K -774 -4%
YDMI
904
Y.D. More Investments
Israel
$6.35M +$284K +850 +5%
JF
905
Jericho Financial
Ohio
$6.31M +$6.31M +18,887 New
SF
906
Summit Financial
New Jersey
$6.26M -$174K -521 -3%
CA
907
Cullinan Associates
Kentucky
$6.21M +$63.5K +190 +1%
CCAM
908
Codex Capital Asset Management
Texas
$6.19M – – –
BWP
909
Burling Wealth Partners
Illinois
$6.18M +$6.18M +18,492 New
QIM
910
Quantitative Investment Management
Virginia
$6.17M -$8.35M -24,978 -58%
LI
911
Louisbourg Investments
New Brunswick, Canada
$6.15M -$1.81M -6,810 -23%
WIC
912
Woodmont Investment Counsel
Tennessee
$6.14M -$59.5K -178 -1%
AG
913
AlTi Global
New York
$6.12M -$404K -1,221 -6%
FFA
914
Farther Finance Advisors
California
$6.11M +$777K +2,324 +15%
DWT
915
Dorsey & Whitney Trust
South Dakota
$6.1M -$36.8K -110 -0.6%
YIH
916
Y-Intercept (HK)
Hong Kong
$6.07M +$6.07M +18,155 New
FRA
917
Frank Rimerman Advisors
California
$6.04M +$426K +1,274 +8%
MYAM
918
Meiji Yasuda Asset Management
Japan
$6.04M +$290K +867 +5%
EWM
919
Elite Wealth Management
Washington
$6.03M -$444K -1,329 -7%
GFA
920
Gifford Fong Associates
California
$6.02M – – –
PC
921
Promethos Capital
Massachusetts
$6.01M +$211K +630 +4%
AAM
922
Azzad Asset Management
Virginia
$5.99M +$34.8K +104 +0.6%
OAM
923
Ostrum Asset Management
France
$5.97M +$1.12M +3,354 +23%
M
924
Mirova
France
$5.97M +$922K +2,758 +18%
QPWM
925
Quadrant Private Wealth Management
Pennsylvania
$5.93M +$67.6K +202 +1%
35 36
37
38 39