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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 %
JGCM
1201
Joseph Group Capital Management
Ohio
$2.94M -$298K -891 -9%
GIS
1202
Graphene Investments SAS
France
$2.94M -$869K -2,600 -23%
CRB
1203
Chad R. Baker
$2.94M +$2.94M +8,790 New
SAM
1204
Smartleaf Asset Management
Massachusetts
$2.94M +$589K +1,753 +25%
Connor, Clark & Lunn Investment Management (CC&L)
1205
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$36.5M -109,045 -93%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$2.93M -$58.5K -175 -2%
SCP
1207
Shorepoint Capital Partners
Massachusetts
$2.9M +$87.3K +261 +3%
LHC
1208
Little House Capital
Massachusetts
$2.89M +$43.1K +129 +2%
SIA
1209
Schechter Investment Advisors
Michigan
$2.88M -$89.3K -267 -3%
CPC
1210
CFC Planning Company
Indiana
$2.88M +$2.88M +8,612 New
BB
1211
Bell Bank
North Dakota
$2.87M -$21.4K -64 -0.7%
MWS
1212
Maxwell Wealth Strategies
California
$2.87M +$6.69K +20 +0.2%
PTC
1213
Private Trust Company
Ohio
$2.87M -$36.1K -108 -1%
WP
1214
WealthShield Partners
North Carolina
$2.87M -$215K -642 -7%
LAM
1215
LECAP Asset Management
United Kingdom
$2.86M +$2.86M +8,556 New
KFS
1216
Kurt F. Somerville
$2.86M +$2.86M +8,551 New
AFCM
1217
Applied Finance Capital Management
Puerto Rico
$2.84M -$244K -730 -8%
MSK
1218
Melissa S. Kampmann
$2.83M -$331K -990 -10%
CPC
1219
Congress Park Capital
New York
$2.82M -$97K -290 -3%
WAM
1220
Worth Asset Management
Texas
$2.81M +$2.81M +8,410 New
BC
1221
Burney Company
Virginia
$2.81M -$35.8K -107 -1%
SIG
1222
Stonegate Investment Group
Alabama
$2.8M +$157K +470 +6%
GL
1223
Graypoint LLC
New York
$2.8M +$112K +336 +4%
LMKC
1224
L.M. Kohn & Company
Ohio
$2.8M +$5.02K +15 +0.2%
SFP
1225
Shepherd Financial Partners
Massachusetts
$2.78M +$93.6K +280 +3%
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