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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 %
CVA
1376
Central Valley Advisors
California
$2.2M +$50.2K +150 +2%
PPC
1377
Park Place Capital
Alabama
$2.2M -$292K -872 -12%
CFG
1378
Cooper Financial Group
California
$2.2M +$87.6K +262 +4%
WA
1379
WP Advisors
California
$2.2M -$29.1K -87 -1%
LFA
1380
Legacy Financial Advisors
Kentucky
$2.19M +$62.9K +188 +3%
RCG
1381
Regatta Capital Group
California
$2.18M +$21.4K +64 +1%
DAM
1382
Deltec Asset Management
New York
$2.17M – – –
CFO
1383
Callan Family Office
Pennsylvania
$2.17M +$2.17M +6,490 New
HDA
1384
Harold Davidson & Associates
California
$2.15M +$2.15M +6,427 New
MCM
1385
Mainstream Capital Management
California
$2.14M +$11K +33 +0.5%
TPI
1386
Trust Point Inc
Wisconsin
$2.13M -$112K -336 -5%
CP
1387
Canopy Partners
Ohio
$2.13M +$32.8K +98 +2%
AWA
1388
Aaron Wealth Advisors
Illinois
$2.13M +$137K +410 +7%
BCM
1389
Beck Capital Management
Texas
$2.12M +$2.12M +6,352 New
PGAM
1390
Princeton Global Asset Management
New Jersey
$2.12M +$2.04M +6,093 +2,380%
AFA
1391
AA Financial Advisors
Ohio
$2.12M +$25.1K +75 +1%
CT
1392
Coastline Trust
Rhode Island
$2.12M -$23.7K -71 -1%
CBT
1393
Central Bank & Trust
Kentucky
$2.12M -$8.69K -26 -0.4%
KFS
1394
Kaizen Financial Strategies
California
$2.11M -$303K -907 -13%
SAM
1395
Steinberg Asset Management
New York
$2.11M -$46.5K -139 -2%
RPC
1396
Rossmore Private Capital
Connecticut
$2.11M – – –
MWM
1397
MFG Wealth Management
Indiana
$2.11M +$2.11M +6,307 New
SJIM
1398
St. Johns Investment Management
Florida
$2.11M -$82.9K -248 -4%
PJSIMP
1399
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.1M -$215K -643 -9%
HCM
1400
Howard Capital Management
Georgia
$2.1M +$183K +548 +10%
54 55
56
57 58