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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 %
WBC
1151
Westpac Banking Corp
Australia
$3.35M -$374K -1,119 -10%
BWM
1152
BigSur Wealth Management
Florida
$3.35M +$16.7K +50 +0.5%
NAG
1153
Northstar Advisory Group
New Jersey
$3.34M +$225K +673 +7%
CHCM
1154
Columbus Hill Capital Management
New Jersey
$3.34M -$8.51M -25,459 -72%
PNAA
1155
Pictet North America Advisors
Switzerland
$3.33M +$67.2K +201 +2%
MGIA
1156
Moneta Group Investment Advisors
Missouri
$3.32M +$213K +636 +7%
VWM
1157
Venturi Wealth Management
Texas
$3.32M +$553K +1,654 +20%
CGL
1158
Clarius Group LLC
Washington
$3.31M +$54.5K +163 +2%
TIA
1159
Tiemann Investment Advisors
California
$3.3M +$62.2K +186 +2%
AFC
1160
AFT Forsyth & Company
Florida
$3.3M +$20.1K +60 +0.6%
CWI
1161
Conscious Wealth Investments
Florida
$3.28M +$20.1K +62 +0.6%
AIM
1162
Adapt Investment Managers
Switzerland
$3.27M +$3.27M +9,656 New
NF
1163
Nikulski Financial
Iowa
$3.26M +$27.1K +81 +0.8%
IA
1164
IFP Advisors
Florida
$3.25M +$582K +1,739 +22%
IP
1165
Interval Partners
New York
$3.24M +$315K +942 +11%
DCA
1166
DSG Capital Advisors
Minnesota
$3.24M +$3.24M +9,682 New
GLR
1167
Great Lakes Retirement
Ohio
$3.23M +$49.8K +149 +2%
NSB
1168
Norway Savings Bank
Maine
$3.21M +$99.3K +297 +3%
CTC
1169
Cetera Trust Company
Minnesota
$3.2M -$1.67K -5 -0.1%
HS
1170
HighVista Strategies
Massachusetts
$3.2M -$2.34M -7,000 -42%
CI
1171
Cigna Investments
Connecticut
$3.19M -$61.9K -185 -2%
SWM
1172
Segment Wealth Management
Texas
$3.19M – – –
CA
1173
Cache Advisors
California
$3.18M +$3.18M +9,504 New
VFA
1174
Voya Financial Advisors
Connecticut
$3.17M +$44.3K +132 +1%
COI
1175
Connable Office Inc
Michigan
$3.16M -$48.5K -145 -2%
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