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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 %
DP
1551
Dearborn Partners
Illinois
$1.61M -$16.7K -50 -1%
GH
1552
GAM Holding
Switzerland
$1.61M +$1.61M +4,802 New
BAM
1553
Bosun Asset Management
Illinois
$1.6M -$101K -301 -6%
SAI
1554
Savvy Advisors Inc
New York
$1.6M +$540K +1,614 +51%
WIM
1555
Westside Investment Management
California
$1.6M +$1.67K +5 +0.1%
CFG
1556
Chapman Financial Group
Hawaii
$1.6M +$1.6M +4,794 New
TPWA
1557
Twin Peaks Wealth Advisors
California
$1.6M -$22.7K -68 -1%
AA
1558
Argent Advisors
Louisiana
$1.6M -$5.68K -17 -0.4%
WGCA
1559
Wolf Group Capital Advisors
Virginia
$1.59M – – –
VBCG
1560
Valley Brook Capital Group
Pennsylvania
$1.58M -$15K -45 -0.9%
FC
1561
Fjell Capital
North Dakota
$1.58M +$1.58M +4,732 New
VIM
1562
VELA Investment Management
Ohio
$1.58M -$460K -1,377 -23%
AIC
1563
Argus Investors Counsel
New York
$1.58M -$17.4K -52 -1%
PP
1564
PDS Planning
Ohio
$1.58M +$71.9K +215 +5%
CB
1565
CNB Bank
Pennsylvania
$1.57M +$101K +301 +7%
AC
1566
Arjuna Capital
North Carolina
$1.57M +$1.57M +4,696 New
RFN
1567
RDA Financial Network
Iowa
$1.57M +$1.57M +4,688 New
CG
1568
Carmignac Gestion
France
$1.57M -$2.52M -7,527 -62%
BWA
1569
Bordeaux Wealth Advisors
California
$1.56M +$87.3K +261 +6%
GWANC
1570
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.56M +$948K +2,836 +155%
RP
1571
Raelipskie Partnership
Ontario, Canada
$1.56M – – –
GCA
1572
Gallagher Capital Advisors
Texas
$1.55M +$1.55M +4,647 New
HPC
1573
HM Payson & Co
Maine
$1.55M +$176K +526 +13%
CCB
1574
Country Club Bank
Missouri
$1.55M -$54.7K -163 -3%
EB
1575
Emprise Bank
Kansas
$1.55M -$62.5K -187 -4%
61 62
63
64 65