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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 %
ECG
1251
Edge Capital Group
Georgia
$2.67M -$181K -542 -6%
SACTSONJ
1252
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.67M – – –
EI
1253
Ellevest Inc
New York
$2.67M -$458K -1,371 -15%
RCA
1254
Resonant Capital Advisors
Wisconsin
$2.66M +$254K +758 +11%
PWM
1255
Power Wealth Management
Georgia
$2.66M -$21.7K -65 -0.8%
SDIC
1256
South Dakota Investment Council
South Dakota
$2.65M – – –
PIM
1257
Penobscot Investment Management
Massachusetts
$2.65M +$669 +2 +0%
PL
1258
Perpetual Ltd
Australia
$2.65M +$331K +990 +14%
KJHP
1259
K.J. Harrison & Partners
Ontario, Canada
$2.65M +$992K +3,000 +60%
CFCI
1260
Comprehensive Financial Consultants Institutional
Indiana
$2.64M +$13.7K +41 +0.5%
WANY
1261
Wealthspire Advisors (New York)
New York
$2.64M +$111K +332 +4%
PCG
1262
PFC Capital Group
California
$2.63M +$16.7K +50 +0.6%
BSB
1263
Bangor Savings Bank
Maine
$2.63M -$11.7K -35 -0.4%
UW
1264
Unique Wealth
Florida
$2.62M +$290K +867 +12%
SG
1265
StoneX Group
New York
$2.61M +$413K +1,234 +19%
KWA
1266
Kingswood Wealth Advisors
California
$2.61M -$2.08M -6,230 -44%
WA
1267
Wealth Alliance
New York
$2.61M +$66.2K +198 +3%
FMB
1268
Field & Main Bank
Kentucky
$2.61M +$11.7K +35 +0.5%
NL
1269
Navalign LLC
California
$2.61M -$70.9K -212 -3%
QCG
1270
Quadrant Capital Group
Ohio
$2.6M +$55.8K +167 +2%
TWM
1271
Thrive Wealth Management
Pennsylvania
$2.6M -$2.68K -8 -0.1%
CHAM
1272
Clear Harbor Asset Management
Connecticut
$2.6M +$150K +449 +6%
FNFDCM
1273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.6M +$1.06M +3,164 +69%
NSLI
1274
Nan Shan Life Insurance
Taiwan
$2.6M -$48M -143,655 -95%
JPWM
1275
Jamison Private Wealth Management
Georgia
$2.59M +$280K +837 +12%
49 50
51
52 53