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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 %
PWG
1576
Portside Wealth Group
Utah
$1.55M +$142K +425 +10%
CIC
1577
Cornercap Investment Counsel
Georgia
$1.55M -$60.5K -181 -4%
SMA
1578
Sage Mountain Advisors
Georgia
$1.55M +$277K +829 +22%
QPW
1579
Quantum Private Wealth
Florida
$1.54M -$16K -48 -1%
PCM
1580
Prelude Capital Management
New York
$1.54M +$1.54M +4,606 New
JFGIW
1581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53M -$186K -545 -11%
PCS
1582
Personal CFO Solutions
New Jersey
$1.53M +$97.6K +292 +7%
ESB
1583
Essex Savings Bank
Connecticut
$1.53M +$8.02K +24 +0.5%
NSIM
1584
North Star Investment Management
Illinois
$1.53M -$303K -907 -17%
MA
1585
MONECO Advisors
Connecticut
$1.53M -$18.4K -55 -1%
TYCC
1586
Texas Yale Capital Corp
Florida
$1.52M +$26.4K +79 +2%
FUBT
1587
First United Bank & Trust
Maryland
$1.52M +$25.1K +75 +2%
WAAG
1588
Wealth Alliance Advisory Group
Kansas
$1.51M +$354K +1,059 +31%
SB
1589
SIG Brokerage
New York
$1.51M +$1.51M +4,508 New
EFG
1590
Embree Financial Group
Illinois
$1.51M +$10K +30 +0.7%
SAM
1591
Stansberry Asset Management
Texas
$1.51M -$92.3K -276 -6%
BCM
1592
Bridgeway Capital Management
Texas
$1.5M -$2.81M -8,400 -65%
NRD
1593
Nebula Research & Development
New York
$1.5M +$1.5M +4,499 New
SCP
1594
Stamos Capital Partners
California
$1.5M -$1.96M -5,870 -57%
FCBT
1595
First Citizens Bank & Trust
North Carolina
$1.5M +$572K +1,712 +62%
NJIM
1596
Nabity-Jensen Investment Management
Nebraska
$1.48M – – –
CCP
1597
Carmel Capital Partners
California
$1.48M +$98.3K +294 +7%
EP
1598
Edgestream Partners
New Jersey
$1.48M +$1.48M +4,415 New
MFP
1599
Meridian Financial Partners
Virginia
$1.48M +$6.35K +19 +0.4%
AA
1600
ABC Arbitrage
France
$1.48M +$1.48M +4,414 New
62 63
64
65 66