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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 %
GWM
1026
Geneos Wealth Management
Colorado
$4.73M -$30.1K -90 -0.6%
MSA
1027
MUFG Securities Americas
New York
$4.72M +$4.72M +14,112 New
HZ
1028
Hixon Zuercher
Ohio
$4.7M -$256K -767 -5%
NB
1029
NBT Bank
New York
$4.67M -$120K -358 -2%
WR
1030
WD Rutherford
Oregon
$4.67M -$5.68K -17 -0.1%
TNA
1031
True North Advisors
Texas
$4.66M +$4.06M +12,146 +674%
FCM
1032
Fortis Capital Management
Washington
$4.66M +$1.06M +3,164 +29%
SWM
1033
Sendero Wealth Management
Texas
$4.65M -$2.93M -8,768 -39%
VIS
1034
Vega Investment Solutions
France
$4.64M +$4.64M +13,880 New
RI
1035
Redwood Investments
Massachusetts
$4.64M -$43.8K -131 -0.9%
JHCP
1036
Jackson Hole Capital Partners
Oklahoma
$4.62M +$317K +947 +7%
RBA
1037
Richard Bernstein Advisors
New York
$4.6M – – –
CCM
1038
Canal Capital Management
Virginia
$4.6M +$61.5K +184 +1%
MGP
1039
M&G plc
United Kingdom
$4.55M -$213K -639 -4%
RWM
1040
Ritholtz Wealth Management
New York
$4.55M +$214K +639 +5%
XT
1041
XTX Topco
Cayman Islands
$4.54M +$4.54M +13,572 New
WMA
1042
West Michigan Advisors
Michigan
$4.53M +$10K +30 +0.2%
VIA
1043
Vickerman Investment Advisors
Washington
$4.53M -$764K -2,284 -14%
JGUA
1044
John G. Ullman & Associates
New York
$4.52M -$91.9K -275 -2%
KIA
1045
KCM Investment Advisors
California
$4.5M -$137K -409 -3%
Jacobs Levy Equity Management
1046
Jacobs Levy Equity Management
New Jersey
$4.46M -$48.7M -145,707 -92%
FHB
1047
First Hawaiian Bank
Hawaii
$4.46M +$637K +1,906 +17%
ACA
1048
Aptus Capital Advisors
Alabama
$4.45M +$1.46M +4,375 +49%
EA
1049
Ellsworth Advisors
Ohio
$4.42M +$4.16M +12,437 +1,562%
DCM
1050
Davidson Capital Management
Texas
$4.41M +$50.8K +152 +1%
40 41
42
43 44