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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 %
CFP
1501
Catalyst Financial Partners
Massachusetts
$1.74M +$70.2K +210 +4%
B
1502
Birchbrook
Maine
$1.74M -$36.8K -110 -2%
SP
1503
Stonebrook Private
Michigan
$1.74M -$146K -436 -8%
SC
1504
Sapient Capital
Indiana
$1.73M -$20.4K -61 -1%
NAS
1505
Nicolet Advisory Services
Wisconsin
$1.73M +$135K +426 +8%
LCWM
1506
Legacy Capital Wealth Management
Texas
$1.73M +$1.73M +5,178 New
PWM
1507
Palacios Wealth Management
Florida
$1.73M +$1.73M +5,346 New
NAMNJ
1508
NorthStar Asset Management (New Jersey)
New Jersey
$1.73M +$137K +411 +9%
AWA
1509
Arete Wealth Advisors
Illinois
$1.73M +$347K +1,063 +25%
CPM
1510
Connective Portfolio Management
New York
$1.73M – – –
OWP
1511
Obermeyer Wealth Partners
Colorado
$1.73M -$133K -398 -7%
PMG
1512
ProVise Management Group
Florida
$1.73M -$105K -313 -6%
GEA
1513
Glen Eagle Advisors
New Jersey
$1.72M +$159K +476 +10%
CCP
1514
Cunning Capital Partners
North Carolina
$1.72M – – –
CRWM
1515
Castle Rock Wealth Management
California
$1.72M +$917K +2,807 +114%
BI
1516
Ballast Inc
Kentucky
$1.72M -$78.2K -234 -4%
AAP
1517
Arax Advisory Partners
Colorado
$1.71M +$1.39M +4,149 +426%
GIP
1518
Granite Investment Partners
California
$1.71M +$23.4K +70 +1%
PBT
1519
Pictet Bank & Trust
Bahamas
$1.71M +$80.2K +240 +5%
V
1520
ViaWealth
Kansas
$1.71M +$135K +405 +9%
IIM
1521
Ironwood Investment Management
Massachusetts
$1.71M -$3.34K -10 -0.2%
MSAM
1522
Moloney Securities Asset Management
Missouri
$1.7M -$392K -1,172 -19%
PWP
1523
Pursue Wealth Partners
California
$1.7M +$90.9K +272 +6%
WI
1524
WBI Investments
New Jersey
$1.69M +$599K +1,791 +55%
AWA
1525
Alta Wealth Advisors
Massachusetts
$1.69M +$1.67K +5 +0.1%
59 60
61
62 63