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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 %
HAG
1401
HF Advisory Group
Maryland
$2.1M +$292K +872 +16%
BFA
1402
Brendel Financial Advisors
New Hampshire
$2.08M +$2.08M +6,234 New
QWM
1403
Quadcap Wealth Management
Texas
$2.08M +$62.5K +187 +3%
GCM
1404
Gladius Capital Management
Illinois
$2.08M +$717K +2,144 +53%
SFA
1405
Semmax Financial Advisors
North Carolina
$2.08M -$206K -624 -9%
ADL
1406
Asset Dedication LLC
California
$2.07M -$1.18M -3,540 -36%
AA
1407
Ancora Advisors
Ohio
$2.07M +$361K +1,079 +21%
LAM
1408
Lewis Asset Management
California
$2.07M -$148K -443 -7%
TCA
1409
Transcend Capital Advisors
New Jersey
$2.07M -$2.37M -7,103 -53%
SP
1410
Stablepoint Partners
Massachusetts
$2.07M -$3.34K -10 -0.2%
FG
1411
Fiduciary Group
Georgia
$2.05M -$220K -657 -10%
IAS
1412
IMA Advisory Services
Colorado
$2.05M -$16.7K -50 -0.8%
VF
1413
Vest Financial
Virginia
$2.03M +$295K +883 +17%
JCM
1414
Jacobi Capital Management
Pennsylvania
$2.03M -$33.1K -99 -2%
EWM
1415
Empirical Wealth Management
Washington
$2.03M +$186K +556 +10%
SMH
1416
Sanders Morris Harris
Texas
$2.03M – – –
CPIA
1417
Cornell Pochily Investment Advisors
New York
$2.02M -$17.1K -51 -0.8%
PI
1418
PFG Investments
New York
$2.02M -$197K -589 -9%
DF
1419
Donoghue Forlines
Massachusetts
$2.01M +$524K +1,567 +35%
LCM
1420
Landscape Capital Management
New Jersey
$2.01M +$2.01M +6,019 New
VAM
1421
Valliance Asset Management
Hong Kong
$2.01M +$2.01M +6,000 New
TCM
1422
Teza Capital Management
Illinois
$2M +$2M +5,997 New
RAM
1423
Ramirez Asset Management
New York
$2M – – –
TCPG
1424
Trivant Custom Portfolio Group
California
$2M -$34.4K -103 -2%
AFG
1425
Albion Financial Group
Utah
$1.99M -$624K -1,866 -24%
55 56
57
58 59