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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 %
GC
1451
Gilbert & Cook
Iowa
$1.92M -$12.4K -37 -0.6%
NL
1452
NVWM LLC
Pennsylvania
$1.91M +$1.09M +3,379 +132%
LWL
1453
Leo Wealth LLC
Texas
$1.91M -$925K -2,768 -33%
MFA
1454
Millington Financial Advisors
Illinois
$1.91M +$268K +789 +16%
RBFC
1455
Roman Butler Fullerton & Co
Missouri
$1.9M +$836K +2,409 +78%
HH
1456
HWG Holdings
Texas
$1.89M +$1.89M +5,665 New
MCM
1457
Mainstay Capital Management
Michigan
$1.89M +$63.2K +189 +3%
CMI
1458
Clare Market Investments
Texas
$1.89M +$477K +1,426 +34%
IWA
1459
Invera Wealth Advisors
Oregon
$1.89M -$181K -541 -9%
PL
1460
Plancorp LLC
Missouri
$1.88M +$180K +537 +11%
RMC
1461
Resources Management Corp
Connecticut
$1.88M -$134K -400 -7%
AM
1462
AGF Management
Ontario, Canada
$1.87M +$697K +2,085 +59%
CA
1463
Claro Advisors
Massachusetts
$1.87M +$40.8K +122 +2%
CWM
1464
Castle Wealth Management
Florida
$1.87M -$107K -319 -5%
AFO
1465
Arrowroot Family Office
California
$1.87M +$297K +888 +19%
MJP
1466
Michael J. Puzo
$1.86M +$1.61M +4,826 +643%
MM
1467
Morangie Management
Florida
$1.85M +$1.85M +5,534 New
PPW
1468
Parcion Private Wealth
Washington
$1.85M +$1K +3 +0.1%
CB
1469
Community Bank
New York
$1.85M +$45.1K +135 +3%
NBT
1470
Northwest Bank & Trust
Iowa
$1.85M +$990 +3 +0.1%
LCM
1471
Lazari Capital Management
California
$1.84M +$21.1K +63 +1%
AF
1472
Aviso Financial
Ontario, Canada
$1.84M +$7.02K +21 +0.4%
ITC
1473
Inspire Trust Company
Nevada
$1.84M +$836K +2,500 +83%
LAI
1474
Legal Advantage Investments
California
$1.84M -$16.7K -50 -0.9%
MAMU
1475
Myriad Asset Management US
Florida
$1.83M +$1.83M +5,483 New
57 58
59
60 61