CRM icon

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 %
PCIG
976
Partners Capital Investment Group
Massachusetts
$5.34M -$6.07M -18,154 -53%
WWA
977
WCG Wealth Advisors
Nevada
$5.33M +$207K +618 +4%
MYIA
978
Mount Yale Investment Advisors
Colorado
$5.33M -$750K -2,244 -12%
PWP
979
Private Wealth Partners
California
$5.33M +$409K +1,223 +8%
DT
980
Diversified Trust
Tennessee
$5.32M +$1.24M +3,706 +30%
LW
981
Linscomb Wealth
Texas
$5.31M +$110K +329 +2%
WPC
982
Wedmont Private Capital
Pennsylvania
$5.29M -$100K -316 -2%
CAMG
983
CWA Asset Management Group
Florida
$5.25M +$647K +1,936 +14%
MPPLM
984
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.25M +$164K +491 +3%
CFM
985
Catalyst Funds Management
Australia
$5.25M +$5.25M +15,700 New
CPBTD
986
Central Pacific Bank - Trust Division
Hawaii
$5.24M +$2.42M +7,225 +86%
SAI
987
Systematic Alpha Investments
New Jersey
$5.22M – – –
NFSG
988
Newbridge Financial Services Group
Florida
$5.22M +$361K +1,079 +7%
BCA
989
Bray Capital Advisors
Florida
$5.21M -$836K -2,500 -14%
DBG
990
De Burlo Group
Massachusetts
$5.2M -$201K -600 -4%
BDL
991
Bey-Douglas LLC
Georgia
$5.19M -$22.4K -67 -0.4%
SF
992
Symphony Financial
Texas
$5.18M +$288K +878 +6%
GIC
993
Generali Investments CEE
Czech Republic
$5.16M +$5.16M +15,424 New
ATPW
994
Ashton Thomas Private Wealth
Arizona
$5.15M -$56.9K -170 -1%
LGF
995
LGT Group Foundation
Liechtenstein
$5.14M -$363K -1,086 -7%
GRP
996
Global Retirement Partners
California
$5.14M +$448K +1,341 +10%
SC
997
Savant Capital
Illinois
$5.12M -$24.1K -72 -0.5%
SC
998
Sepio Capital
Utah
$5.11M -$171K -511 -3%
LS
999
Livforsakringsbolaget Skandia
Sweden
$5.09M -$1.64M -4,900 -24%
PHK
1000
Point72 Hong Kong
Hong Kong
$5.09M +$5.09M +15,221 New
38 39
40
41 42