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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 %
TAM
1101
Trust Asset Management
Texas
$3.75M – – –
FPAS
1102
Focus Partners Advisor Solutions
Missouri
$3.74M +$2.17M +6,476 +137%
AGA
1103
Accuvest Global Advisors
Utah
$3.73M +$3.73M +11,071 New
OAM
1104
Occidental Asset Management
California
$3.73M +$2.22M +6,638 +147%
IWM
1105
IHT Wealth Management
Illinois
$3.72M -$1.14M -3,415 -23%
KA
1106
Kerrisdale Advisers
Florida
$3.71M -$1.65M -4,935 -31%
CP
1107
Cumberland Partners
Ontario, Canada
$3.71M -$1M -3,000 -21%
RC
1108
Roundview Capital
New Jersey
$3.71M +$127K +380 +4%
DWP
1109
Destiny Wealth Partners
Florida
$3.7M -$50.5K -151 -1%
RWP
1110
RWA Wealth Partners
Massachusetts
$3.69M +$777K +2,324 +27%
S
1111
Sachetta
Massachusetts
$3.68M +$10.7K +32 +0.3%
KC
1112
Katamaran Capital
United Kingdom
$3.68M +$3.68M +11,009 New
RA
1113
Rational Advisors
New York
$3.68M +$3.68M +11,000 New
HH
1114
Hilltop Holdings
Texas
$3.67M +$123K +369 +3%
SI
1115
Symmetry Investments
Jersey
$3.65M +$3.65M +10,923 New
BWM
1116
Bulltick Wealth Management
Florida
$3.64M -$2.25M -6,733 -38%
EBT
1117
Enterprise Bank & Trust
Massachusetts
$3.64M -$152K -454 -4%
CWM
1118
Cabot Wealth Management
Massachusetts
$3.64M -$36.1K -108 -1%
IAM
1119
Impact Asset Management
$3.6M +$3.6M +10,780 New
ET
1120
Entropy Technologies
New York
$3.58M +$3.58M +10,717 New
VAS
1121
Vestmark Advisory Solutions
Massachusetts
$3.58M +$4.68K +14 +0.1%
LSAG
1122
Lake Street Advisors Group
New Hampshire
$3.58M -$112K -335 -3%
SLI
1123
Sumitomo Life Insurance
Japan
$3.56M -$75.6K -226 -2%
RWA
1124
Roberts Wealth Advisors
California
$3.56M +$24.1K +75 +0.7%
DWA
1125
Douglass Winthrop Advisors
New York
$3.53M +$17.7K +53 +0.5%
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