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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 %
KP
1426
Keel Point
Alabama
$1.99M -$210K -627 -10%
DFA
1427
Delta Financial Advisors
Louisiana
$1.97M +$680K +2,035 +53%
RAM
1428
Redmond Asset Management
Virginia
$1.97M -$91.3K -273 -4%
LA
1429
Legacy Advisors
Pennsylvania
$1.97M +$408K +1,221 +26%
RMAM
1430
Raab & Moskowitz Asset Management
New Jersey
$1.96M +$323K +965 +20%
DFG
1431
Demars Financial Group
Washington
$1.96M +$1.96M +655,838 New
TPWA
1432
TRUE Private Wealth Advisors
Oregon
$1.96M +$334 +1 +0%
LWP
1433
LMG Wealth Partners
Louisiana
$1.96M +$123K +368 +7%
CI
1434
CX Institutional
Indiana
$1.96M +$73.9K +221 +4%
MIC
1435
Maxi Investments CY
Cyprus
$1.96M -$11.4M -34,118 -85%
RCA
1436
Riverview Capital Advisers
Massachusetts
$1.96M – – –
GA
1437
GraniteShares Advisors
New York
$1.96M -$475K -1,421 -20%
PMWMG
1438
Parr McKnight Wealth Management Group
Minnesota
$1.95M +$1.95M +5,847 New
RCAG
1439
Rehmann Capital Advisory Group
Michigan
$1.95M +$20.7K +62 +1%
EML
1440
Eos Management LP
New York
$1.95M +$1.95M +5,843 New
AF
1441
Atala Financial
California
$1.95M +$1.95M +5,825 New
PTP
1442
Platform Technology Partners
New York
$1.95M -$8.02K -24 -0.4%
RB
1443
Renasant Bank
Mississippi
$1.94M -$292K -874 -13%
LC
1444
Lindbrook Capital
California
$1.94M +$7.69K +23 +0.4%
SSI
1445
Scott & Selber Inc
Texas
$1.94M -$42.8K -128 -2%
AFAS
1446
Acorn Financial Advisory Services
Virginia
$1.94M -$66.2K -198 -3%
CF
1447
Convergence Financial
Missouri
$1.93M +$14K +42 +0.7%
DA
1448
Doliver Advisors
Texas
$1.93M -$98.3K -294 -5%
EFG
1449
Everhart Financial Group
Ohio
$1.92M +$222K +665 +13%
CTFG
1450
Capstone Triton Financial Group
Oklahoma
$1.92M +$15.7K +47 +0.8%
56 57
58
59 60