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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 %
PAM
1176
Paradigm Asset Management
New York
$3.16M +$936K +2,800 +42%
BCM
1177
Boltwood Capital Management
California
$3.16M -$61.9K -185 -2%
WF
1178
Welch & Forbes
Massachusetts
$3.14M +$106K +316 +3%
MTIC
1179
Missouri Trust & Investment Company
Missouri
$3.13M +$32.1K +96 +1%
VNA
1180
Valley National Advisers
Pennsylvania
$3.12M +$42.5K +127 +1%
AIP
1181
Ameritas Investment Partners
Nebraska
$3.11M -$167K -500 -5%
IAS
1182
Insigneo Advisory Services
Florida
$3.1M -$228K -683 -7%
PWCM
1183
Processus Wealth & Capital Management
Tennessee
$3.1M -$214K -639 -6%
PWP
1184
Principle Wealth Partners
Connecticut
$3.08M -$5.02K -15 -0.2%
NW
1185
Naviter Wealth
Arkansas
$3.08M -$113K -339 -4%
PM
1186
Parametrica Management
Hong Kong
$3.07M +$826K +2,472 +37%
FAIM
1187
Financial Advocates Investment Management
Washington
$3.06M +$66.5K +199 +2%
OHWP
1188
Oak Harbor Wealth Partners
North Carolina
$3.06M -$57.8K -173 -2%
AFS
1189
Aft Forsyth & Sober
Florida
$3.06M – – –
BTI
1190
Blue Trust Inc
Georgia
$3.04M -$842K -2,519 -22%
GWMIA
1191
Global Wealth Management Investment Advisory
Florida
$3.03M +$622K +1,861 +26%
CNC
1192
Citizens & Northern Corp
Pennsylvania
$3.02M +$77.6K +232 +3%
HG
1193
Herbst Group
Connecticut
$3.01M -$368K -1,100 -11%
JWBC
1194
J.W. Burns & Co
New York
$3.01M -$48.5K -145 -2%
CW
1195
CreativeOne Wealth
Kansas
$3.01M -$316K -944 -10%
CCIA
1196
Campbell & Co Investment Adviser
Maryland
$2.98M +$2.98M +8,911 New
GCM
1197
GKV Capital Management
California
$2.98M +$2.98M +8,910 New
BWG
1198
Boomfish Wealth Group
Georgia
$2.97M -$141K -421 -5%
PPWP
1199
Premier Path Wealth Partners
New Jersey
$2.96M -$262K -783 -8%
WAP
1200
Wealthcare Advisory Partners
Pennsylvania
$2.95M -$194K -579 -6%
46 47
48
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