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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 %
GCM
1326
Glynn Capital Management
California
$2.39M – – –
CPA
1327
Cardiff Park Advisors
California
$2.39M – – –
NA
1328
Nautilus Advisors
California
$2.38M +$2.38M +7,132 New
AB
1329
Atlas Brown
Kentucky
$2.37M -$26.1K -78 -1%
LS
1330
Leelyn Smith
Illinois
$2.37M +$57.5K +172 +2%
PVI
1331
Pine Valley Investments
New Jersey
$2.37M +$11.7K +35 +0.5%
WG
1332
Winton Group
United Kingdom
$2.35M +$2.35M +7,040 New
NIP
1333
Nicholas Investment Partners
California
$2.35M +$2.1M +6,288 +846%
ZF
1334
Zhang Financial
Michigan
$2.35M +$53.5K +160 +2%
QC
1335
Quantessence Capital
New York
$2.35M +$2.35M +7,024 New
AIM
1336
Allen Investment Management
New York
$2.34M -$38.4M -114,763 -94%
DAS
1337
Diversify Advisory Services
Utah
$2.34M -$772K -2,430 -25%
DAM
1338
Doheny Asset Management
California
$2.34M -$1.67K -5 -0.1%
OF
1339
Optimize Financial
California
$2.34M +$2.34M +6,988 New
MW
1340
Maia Wealth
Colorado
$2.33M +$439K +1,265 +23%
ATWA
1341
Arbor Trust Wealth Advisors
Michigan
$2.33M +$136K +407 +6%
BFS
1342
Bard Financial Services
Connecticut
$2.32M – – –
BM
1343
Brandywine Managers
Delaware
$2.31M – – –
CFGS
1344
Concourse Financial Group Securities
Alabama
$2.31M +$100K +301 +5%
C
1345
Certuity
Florida
$2.31M -$57.5K -172 -2%
B
1346
Barings
North Carolina
$2.3M -$164K -490 -7%
SC
1347
Saturna Capital
Washington
$2.3M +$43.8K +131 +2%
COCM
1348
Charter Oak Capital Management
New Hampshire
$2.29M -$440K -1,317 -16%
MFG
1349
MidWestOne Financial Group
Iowa
$2.29M -$133K -398 -5%
UWM
1350
Udine Wealth Management
Florida
$2.29M +$20.4K +61 +0.9%
52 53
54
55 56