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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 %
CWM
1526
Chemistry Wealth Management
New York
$1.69M +$34.4K +103 +2%
EWA
1527
Etesian Wealth Advisors
Oregon
$1.69M -$80.9K -242 -5%
PCMH
1528
Polymer Capital Management (HK)
Hong Kong
$1.69M +$1.69M +5,050 New
GWSG
1529
GPS Wealth Strategies Group
Colorado
$1.68M -$338K -1,011 -17%
CCG
1530
Cypress Capital Group
Florida
$1.68M -$604K -1,807 -26%
ACM
1531
Ayrshire Capital Management
Connecticut
$1.68M +$19.7K +59 +1%
MLL
1532
Moody Lynn & Lieberson
Massachusetts
$1.67M – – –
BC
1533
Belmont Capital
California
$1.67M -$525K -1,570 -24%
KHCM
1534
Kirtland Hills Capital Management
Ohio
$1.67M +$237K +710 +17%
SC
1535
Syon Capital
California
$1.66M -$85.9K -257 -5%
HWM
1536
Hohimer Wealth Management
Washington
$1.66M +$142K +425 +9%
BFPW
1537
BOK Financial Private Wealth
Colorado
$1.65M -$176K -527 -10%
LPT
1538
Legacy Private Trust
Wisconsin
$1.64M -$158K -472 -9%
LGA
1539
Lebenthal Global Advisors
New York
$1.64M +$135K +403 +9%
SFC
1540
SYM Financial Corp
Indiana
$1.63M +$1.19M +3,550 +267%
FCB
1541
First County Bank
Connecticut
$1.63M -$387K -1,159 -19%
FFG
1542
Fiduciary Financial Group
California
$1.63M +$156K +492 +11%
TFIPS
1543
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.63M -$48.5K -145 -3%
HIM
1544
Hillsdale Investment Management
Ontario, Canada
$1.62M -$104K -310 -6%
NA
1545
Navellier & Associates
Nevada
$1.62M +$6.02K +18 +0.4%
FMTC
1546
Farmers & Merchants Trust Company
California
$1.62M -$150K -449 -8%
QWP
1547
Quotient Wealth Partners
Texas
$1.61M +$72.6K +217 +5%
BF
1548
bLong Financial
Tennessee
$1.61M +$1.61M +4,824 New
OCM
1549
Orion Capital Management
California
$1.61M -$27.1K -81 -2%
HSA
1550
HBK Sorce Advisory
Pennsylvania
$1.61M +$21.7K +65 +1%
60 61
62
63 64