CRM icon

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 %
FFM
1126
Forum Financial Management
Illinois
$3.52M +$694K +2,075 +25%
FB
1127
Fulton Bank
Pennsylvania
$3.52M +$425K +1,272 +14%
CA
1128
CGN Advisors
Kansas
$3.51M -$849K -2,538 -19%
CHP
1129
Cable Hill Partners
Oregon
$3.51M +$38.5K +115 +1%
WAM
1130
Weiss Asset Management
Massachusetts
$3.5M -$227K -679 -6%
GGI
1131
GPM Growth Investors
Michigan
$3.49M -$72.9K -218 -2%
IFWM
1132
Institute for Wealth Management
Colorado
$3.47M -$41.1K -123 -1%
SI
1133
Scharf Investments
California
$3.46M +$200K +599 +6%
FHA
1134
Flagship Harbor Advisors
Massachusetts
$3.46M +$270K +807 +8%
1WA
1135
180 Wealth Advisors
Washington
$3.46M +$75.9K +227 +2%
BHIA
1136
Birch Hill Investment Advisors
Massachusetts
$3.46M -$307K -917 -8%
WIS
1137
Wright Investors Service
Connecticut
$3.45M -$457K -1,367 -12%
MA
1138
Mutual Advisors
Nebraska
$3.44M -$194K -606 -5%
ACM
1139
Advisors Capital Management
New Jersey
$3.44M +$100K +299 +3%
JWCA
1140
J.W. Cole Advisors
Florida
$3.43M +$134K +400 +4%
MCM
1141
MV Capital Management
Maryland
$3.41M -$21.7K -65 -0.6%
CM
1142
Caption Management
Oklahoma
$3.41M +$3.41M +10,200 New
NAAA
1143
New Age Alpha Advisors
New York
$3.41M +$3.4M +10,164 +29,040%
EWM
1144
Executive Wealth Management
Michigan
$3.41M -$46.5K -139 -1%
MNBTD
1145
Moody National Bank Trust Division
Texas
$3.41M -$55.5K -166 -2%
BRG
1146
Bay Rivers Group
Virginia
$3.39M +$852K +2,548 +34%
SWM
1147
Sculati Wealth Management
Michigan
$3.39M -$25.1K -75 -0.7%
AC
1148
Avestar Capital
New York
$3.39M +$190K +567 +6%
SAG
1149
SageView Advisory Group
California
$3.37M +$971K +2,905 +40%
KA
1150
Kovack Advisors
Florida
$3.37M +$288K +860 +9%
44 45
46
47 48