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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 %
PCH
1076
PGIM Custom Harvest
New Jersey
$4.06M -$26.1K -78 -0.6%
HW
1077
Hancock Whitney
Mississippi
$4.03M +$421K +1,260 +12%
FWM
1078
Finer Wealth Management
Massachusetts
$4.03M +$5.02K +15 +0.1%
SAM
1079
Silvercrest Asset Management
New York
$4.02M +$3.43M +10,269 +585%
HIA
1080
Harbor Investment Advisory
Maryland
$4.01M -$50.3K -359 -1%
GCM
1081
Gunderson Capital Management
South Carolina
$4.01M +$4.01M +11,992 New
NHT
1082
New Hampshire Trust
New Hampshire
$4M +$59.8K +179 +2%
FCP
1083
Fidelis Capital Partners
Florida
$3.99M +$487K +1,437 +14%
SWM
1084
SeaCrest Wealth Management
New York
$3.98M +$93.6K +280 +2%
P
1085
Pitcairn
Pennsylvania
$3.98M +$65.9K +197 +2%
OM
1086
OV Management
Minnesota
$3.95M +$222K +665 +6%
CAIMH
1087
Central Asset Investments & Management Holdings
Hong Kong
$3.93M +$3.93M +11,750 New
HFRG
1088
Houlihan Financial Resource Group
Virginia
$3.91M -$75.6K -226 -2%
ALAM
1089
Asahi Life Asset Management
Japan
$3.91M -$307K -917 -7%
GI
1090
GS Investments
Minnesota
$3.91M -$114K -340 -3%
WSCM
1091
Wellington Shields Capital Management
New York
$3.87M -$41.1K -123 -1%
CF
1092
Centaurus Financial
California
$3.87M -$462K -1,382 -11%
AWM
1093
Axxcess Wealth Management
California
$3.86M -$597K -1,784 -13%
NGA
1094
Naples Global Advisors
Florida
$3.85M +$310K +927 +9%
IAN
1095
Integrated Advisors Network
Texas
$3.85M +$20.1K +60 +0.5%
OFS
1096
OMC Financial Services
New York
$3.81M +$10.4K +31 +0.3%
CNBT
1097
Canandaigua National Bank & Trust
New York
$3.79M +$115K +344 +3%
WWM
1098
Western Wealth Management
Colorado
$3.78M -$536K -1,604 -12%
TF
1099
Trek Financial
Arizona
$3.76M +$3.51M +10,492 +1,403%
CIA
1100
Cohen Investment Advisors
New Hampshire
$3.75M +$14K +42 +0.4%
42 43
44
45 46