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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 %
MCCP
1226
Mission Creek Capital Partners
California
$2.78M -$193K -576 -6%
ANTB
1227
AMG National Trust Bank
Colorado
$2.78M -$13.4K -40 -0.5%
BPAMU
1228
BTG Pactual Asset Management US
New York
$2.78M +$548K +1,638 +25%
OGF
1229
Orin Green Financial
California
$2.77M -$2.26M -8,270 Closed
CWA
1230
Core Wealth Advisors
Florida
$2.77M -$48.5K -145 -2%
LF
1231
LifePlan Financial
Minnesota
$2.77M -$59.5K -178 -2%
UBG
1232
United Bank (Georgia)
Georgia
$2.76M +$323K +965 +13%
NG
1233
Norden Group
Utah
$2.75M +$144K +431 +6%
PH
1234
Pinnacle Holdings
Oklahoma
$2.75M -$74.2K -222 -3%
RWB
1235
RMR Wealth Builders
New Jersey
$2.74M +$147K +440 +6%
NCM
1236
Nelson Capital Management
California
$2.74M +$47.8K +143 +2%
CWAG
1237
Compton Wealth Advisory Group
Virginia
$2.73M +$159K +475 +6%
CCM
1238
Chickasaw Capital Management
Tennessee
$2.73M -$23.4K -70 -0.9%
EWM
1239
Elmwood Wealth Management
California
$2.73M +$515K +1,539 +23%
VCM
1240
Verde Capital Management
Michigan
$2.73M -$644K -1,927 -19%
TW
1241
TrinityPoint Wealth
Connecticut
$2.71M +$52.8K +158 +2%
FWA
1242
FOCUS Wealth Advisors
Texas
$2.7M -$40.5K -121 -1%
DC
1243
DeDora Capital
California
$2.7M +$4.01K +12 +0.1%
NB
1244
Nicolet Bankshares
Wisconsin
$2.69M -$23.1K -69 -0.8%
CRIG
1245
Charter Research & Investment Group
Connecticut
$2.69M -$16.7K -50 -0.6%
HVCM
1246
Hel Ved Capital Management
Hong Kong
$2.69M +$553K +1,655 +26%
ACS
1247
Archford Capital Strategies
Illinois
$2.68M +$78.2K +234 +3%
OIS
1248
Okabena Investment Services
Minnesota
$2.68M +$332K +994 +14%
AA
1249
ALPS Advisors
Colorado
$2.68M -$374K -1,119 -12%
SFM
1250
Signet Financial Management
New Jersey
$2.67M -$20.4K -61 -0.8%
48 49
50
51 52