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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 %
EW
1476
Evoke Wealth
California
$1.83M +$207K +617 +13%
AC
1477
Apella Capital
Connecticut
$1.83M +$1K +3 +0.1%
OPW
1478
Oxler Private Wealth
New York
$1.83M +$1.67K +5 +0.1%
1SB
1479
1ST Source Bank
Indiana
$1.83M -$16.7K -50 -0.9%
IUHSA
1480
Itau Unibanco Holding S.A.
Brazil
$1.83M +$1.83M +5,448 New
GPA
1481
Guerra Pan Advisors
New Jersey
$1.82M – – –
SSWM
1482
Smith Salley Wealth Management
North Carolina
$1.82M +$140K +418 +8%
DL
1483
DOHJ LLC
Washington
$1.82M +$22.7K +68 +1%
CAWM
1484
Capital Advisors Wealth Management
Washington
$1.82M +$5.68K +17 +0.3%
AIM
1485
Aigen Investment Management
New York
$1.81M +$1.81M +5,425 New
1C
1486
111 Capital
France
$1.81M +$1.81M +5,409 New
KCM
1487
KRS Capital Management
Michigan
$1.79M -$19.7K -59 -1%
CCG
1488
Coastwise Capital Group
California
$1.79M -$134K -401 -7%
KMWM
1489
Keudell/Morrison Wealth Management
Oregon
$1.79M -$5.35K -16 -0.3%
CIA
1490
Choate Investment Advisors
Massachusetts
$1.79M +$399K +1,193 +29%
BLC
1491
Brown, Lisle/Cummings
Rhode Island
$1.78M +$58.2K +174 +3%
BC
1492
Bowman & Company
Wisconsin
$1.78M +$73.3K +219 +4%
PCG
1493
Prosperity Consulting Group
Maryland
$1.77M +$108K +324 +7%
IIM
1494
InTrack Investment Management
Vermont
$1.77M -$87K -269 -5%
FAM
1495
Fred Alger Management
New York
$1.76M -$127K -379 -7%
SCA
1496
St. Clair Advisors
Ohio
$1.76M +$26.7K +80 +2%
PPWM
1497
Paragon Private Wealth Management
Kentucky
$1.76M +$133K +397 +8%
Financial Engines Advisors
1498
Financial Engines Advisors
California
$1.76M +$1.12M +3,351 +176%
GCM
1499
Geneva Capital Management
Wisconsin
$1.76M -$125K -373 -7%
GCM
1500
Generation Capital Management
New York
$1.75M +$1.75M +5,238 New
58 59
60
61 62