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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 %
AFA
1001
Arlington Financial Advisors
California
$5.08M -$19.1K -57 -0.4%
NIM
1002
Nicollet Investment Management
Minnesota
$5.07M -$23.4K -70 -0.5%
CCP
1003
Clarity Capital Partners
California
$5.06M +$22.7K +68 +0.5%
IRAG
1004
Investment Research & Advisory Group
Georgia
$5.03M -$43.5K -130 -0.9%
PIM
1005
Progressive Investment Management
Oregon
$5.02M -$41.1K -123 -0.8%
WAOTB
1006
Wealth Advisors of Tampa Bay
Florida
$5.02M -$1.02M -3,053 -17%
WOC
1007
West Oak Capital
California
$5M – – –
TW
1008
TritonPoint Wealth
Maryland
$5M +$131K +392 +3%
TCOT
1009
Trust Company of Toledo
Ohio
$5M +$124K +370 +3%
AFG
1010
Atomi Financial Group
New York
$4.98M +$965K +2,885 +24%
PCM
1011
Penserra Capital Management
California
$4.96M +$2.01M +6,024 +68%
HAS
1012
HBW Advisory Services
California
$4.94M -$469K -1,402 -9%
SWP
1013
Sagespring Wealth Partners
Tennessee
$4.94M +$4.94M +14,765 New
FTWA
1014
Fifth Third Wealth Advisors
Ohio
$4.92M +$244K +731 +5%
BHWM
1015
Bar Harbor Wealth Management
New Hampshire
$4.9M +$210K +627 +4%
AI
1016
Aperture Investors
New York
$4.89M – – –
PGFC
1017
Peapack-Gladstone Financial Corp
New Jersey
$4.87M -$461K -1,378 -9%
SIP
1018
Stoneridge Investment Partners
Pennsylvania
$4.85M -$1.81M -5,428 -27%
BHA
1019
Beech Hill Advisors
New York
$4.84M -$90.3K -270 -2%
CAM
1020
Cozad Asset Management
Illinois
$4.82M +$47.8K +143 +1%
MA
1021
Modus Advisors
Minnesota
$4.82M +$19.7K +59 +0.4%
KTM
1022
Keeler Thomas Management
Utah
$4.8M -$85.6K -256 -2%
SWM
1023
Spire Wealth Management
Virginia
$4.79M -$1.43M -4,280 -23%
PAG
1024
Private Advisory Group
Washington
$4.75M +$239K +716 +5%
KHLMTHM
1025
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.73M – – –
39 40
41
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