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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 %
HBT
926
Hills Bank & Trust
Iowa
$5.93M -$89.6K -268 -1%
MKA
927
M. Kulyk & Associates
Georgia
$5.92M -$1.48M -4,420 -20%
AWM
928
Avior Wealth Management
Nebraska
$5.92M -$611K -1,826 -9%
VI
929
Vestcor Inc
New Brunswick, Canada
$5.92M -$415K -1,242 -7%
CAL
930
Capital Analysts LLC
Pennsylvania
$5.89M +$76.9K +230 +1%
O
931
Ossiam
France
$5.88M -$839K -2,509 -12%
BFW
932
Brady Family Wealth
Missouri
$5.88M -$235K -703 -4%
TM
933
TFJ Management
Massachusetts
$5.87M +$5.87M +17,561 New
PR
934
Payden & Rygel
California
$5.85M +$4.28M +12,800 +272%
TCCM
935
Timber Creek Capital Management
Massachusetts
$5.85M +$5.68K +17 +0.1%
I
936
INVST
Indiana
$5.82M +$139K +415 +2%
LA
937
LM Advisors
California
$5.82M +$671K +2,005 +13%
HCA
938
Harbour Capital Advisors
Virginia
$5.8M -$53.6K -161 -0.9%
EDRH
939
Edmond de Rothschild Holding
Switzerland
$5.8M +$3.91M +11,700 +207%
CI
940
Conning Inc
Connecticut
$5.77M -$1.49M -4,469 -21%
AI
941
AXS Investments
New York
$5.75M -$507K -1,515 -8%
OA
942
Oak Associates
Ohio
$5.74M – – –
GM
943
GeoWealth Management
Illinois
$5.74M +$575K +1,719 +11%
MAS
944
Meeder Advisory Services
Ohio
$5.74M +$412K +1,232 +8%
USCWA
945
U.S. Capital Wealth Advisors
Texas
$5.73M +$1.57M +4,706 +38%
FFP
946
FourThought Financial Partners
Florida
$5.7M -$3.25M -9,733 -36%
TC
947
TwinBeech Capital
New York
$5.69M +$5.69M +17,020 New
CI
948
Cavalier Investments
Georgia
$5.69M +$225K +672 +4%
CIG
949
Cullen Investment Group
Louisiana
$5.69M -$93.6K -280 -2%
FFWA
950
FRG Family Wealth Advisors
Washington
$5.69M -$326K -975 -5%
36 37
38
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