CRM icon

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 %
SWMG
1351
Signature Wealth Management Group
Georgia
$2.29M +$25.7K +77 +1%
NFG
1352
Nations Financial Group
Iowa
$2.28M +$35.4K +106 +2%
CT
1353
Chicago Trust
Illinois
$2.28M -$77.9K -233 -3%
ECM
1354
Eisler Capital Management
United Kingdom
$2.27M +$2.27M +6,876 New
BWAM
1355
Boyd Watterson Asset Management
Ohio
$2.27M -$68.2K -204 -3%
SFCL
1356
Strengthening Families & Communities LLC
Massachusetts
$2.27M +$28.8K +86 +1%
NG
1357
Northstar Group
New York
$2.26M -$669 -2 -0%
BTD
1358
BankPlus Trust Department
Mississippi
$2.26M +$2.26M +6,772 New
BBP
1359
Banco BTG Pactual
Brazil
$2.26M +$1.85M +5,585 +443%
BCB
1360
Brian C. Broderick
$2.26M +$2.26M +6,764 New
FPF
1361
First Pacific Financial
Washington
$2.26M +$25.7K +77 +1%
CIA
1362
Capital Investment Advisors
Georgia
$2.26M +$35.4K +106 +2%
DA
1363
Dover Advisors
Virginia
$2.25M +$97K +290 +4%
CPW
1364
Cove Private Wealth
New York
$2.24M +$831K +2,487 +59%
TF
1365
TLWM Financial
Texas
$2.24M +$90.9K +272 +4%
GAM
1366
Grandview Asset Management
Pennsylvania
$2.23M +$166K +498 +8%
DC
1367
Davenport & Co
Virginia
$2.23M +$85.9K +257 +4%
1W
1368
1776 Wealth
Georgia
$2.23M – – –
AWMT
1369
AAFMAA Wealth Management & Trust
North Carolina
$2.23M -$487K -1,456 -18%
ATS
1370
Ashton Thomas Securities
New York
$2.23M +$152K +454 +7%
HT
1371
Heritage Trust
Oklahoma
$2.21M +$2.21M +6,607 New
TAM
1372
Tealwood Asset Management
Minnesota
$2.21M -$23.7K -71 -1%
MUAMU
1373
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M +$1.87M +5,600 +560%
LPAM
1374
Lodestar Private Asset Management
California
$2.2M +$1.74M +5,205 +376%
AL
1375
Aspiriant LLC
California
$2.2M +$87.3K +261 +4%
53 54
55
56 57