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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 %
SW
951
SteelPeak Wealth
California
$5.68M -$253K -755 -4%
WPP
952
Whalerock Point Partners
Rhode Island
$5.68M +$115K +345 +2%
GC
953
Garde Capital
Washington
$5.68M -$240K -719 -4%
CCA
954
Checchi Capital Advisers
California
$5.62M -$1.47M -4,388 -21%
SC
955
SouthState Corp
Florida
$5.6M -$38.1K -114 -0.7%
PCM
956
Parsons Capital Management
Rhode Island
$5.57M -$40.5K -121 -0.7%
PCM
957
Pinnbrook Capital Management
New York
$5.56M -$2.42M -7,227 -30%
ACM
958
Aljian Capital Management
Nevada
$5.52M +$1.08M +3,241 +24%
HWAM
959
Hennion & Walsh Asset Management
New Jersey
$5.51M +$257K +769 +5%
PSC
960
Prentiss Smith & Co
Vermont
$5.5M -$51.8K -155 -0.9%
RWM
961
RBA Wealth Management
California
$5.5M +$95.3K +285 +2%
FIB
962
First Interstate Bank
Montana
$5.47M -$77.2K -231 -1%
DLCIG
963
D.L. Carlson Investment Group
New Hampshire
$5.46M -$95.6K -286 -2%
CCM
964
Condor Capital Management
New Jersey
$5.46M -$139K -416 -2%
WA
965
Waverly Advisors
Alabama
$5.45M +$2.09M +6,258 +62%
SW
966
SVB Wealth
Massachusetts
$5.44M +$5.44M +16,269 New
SS
967
SBI Securities
Japan
$5.44M +$5.44M +16,261 New
HCM
968
Hudson Capital Management
New Jersey
$5.43M -$310K -926 -5%
NFC
969
Northeast Financial Consultants
Connecticut
$5.42M +$334 +1 +0%
AG
970
Ascent Group
Virginia
$5.41M +$61.9K +185 +1%
PAM
971
Pegasus Asset Management
New York
$5.4M +$36.4K +109 +0.7%
PEAK6
972
PEAK6
Illinois
$5.39M +$5.39M +16,108 New
CIM
973
Chiron Investment Management
New York
$5.38M +$5.38M +16,104 New
IIA
974
IPG Investment Advisors
California
$5.36M +$1.06M +3,157 +25%
SPG
975
Strategic Planning Group
Utah
$5.36M +$47.5K +142 +0.9%
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