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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 %
HIP
1051
Harrell Investment Partners
Texas
$4.38M +$44.5K +133 +1%
TFA
1052
Transamerica Financial Advisors
Florida
$4.37M -$119K -356 -3%
OHIS
1053
Oak Harvest Investment Services
Texas
$4.36M +$1.19M +3,557 +37%
CC
1054
Courier Capital
New York
$4.34M -$91.9K -275 -2%
WAS
1055
Winch Advisory Services
Wisconsin
$4.34M +$54.5K +163 +1%
HCMT
1056
Highland Capital Management (Tennessee)
Tennessee
$4.32M +$4.32M +12,925 New
SC
1057
Savoie Capital
Illinois
$4.31M – – –
IA
1058
Icon Advisers
Colorado
$4.31M – – –
GIA
1059
Gladstone Institutional Advisory
Florida
$4.26M -$527K -1,577 -11%
SAS
1060
Stelac Advisory Services
New York
$4.24M – – –
LWANC
1061
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.22M -$1.34K -4 -0%
CGIM
1062
Capital Group Investment Management
Singapore
$4.22M -$359K -1,075 -8%
OCA
1063
Otter Creek Advisors
Florida
$4.19M +$4.19M +12,525 New
QI
1064
Qtron Investments
Massachusetts
$4.18M -$202K -604 -5%
AMCA
1065
Arthur M. Cohen & Associates
Illinois
$4.18M – – –
HCA
1066
Harbor Capital Advisors
Illinois
$4.18M -$266K -797 -6%
GJWM
1067
Gilliland Jeter Wealth Management
Arkansas
$4.17M -$114K -341 -3%
GI
1068
GAMMA Investing
California
$4.16M +$706K +2,113 +20%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$4.16M -$105K -314 -2%
TPA
1070
Trivium Point Advisory
Connecticut
$4.14M +$323K +967 +8%
KLWA
1071
Kelly Lawrence W & Associates
California
$4.09M +$30.1K +90 +0.7%
AJ
1072
Ashburton (Jersey)
Jersey
$4.08M +$4.08M +12,214 New
RWM
1073
Rockline Wealth Management
New York
$4.08M +$101K +303 +3%
TPW
1074
Transatlantique Private Wealth
New York
$4.08M -$238K -712 -6%
RA
1075
RFG Advisory
Alabama
$4.06M +$470K +1,405 +13%
41 42
43
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