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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 %
LWM
1601
Laidlaw Wealth Management
New York
$1.47M +$702K +2,101 +91%
CC
1602
Copperleaf Capital
North Carolina
$1.47M +$822K +2,460 +127%
BOH
1603
Bank of Hawaii
Hawaii
$1.47M +$72.9K +218 +5%
ACM
1604
Allred Capital Management
Texas
$1.47M +$59.2K +177 +4%
JIP
1605
Jaffetilchin Investment Partners
Florida
$1.47M +$87.3K +261 +6%
RMP
1606
Richards, Merrill & Peterson
Washington
$1.46M +$1.46M +4,378 New
BO
1607
Bank OZK
Arkansas
$1.46M -$63.9K -191 -4%
BA
1608
Birinyi Associates
Connecticut
$1.46M – – –
MIP
1609
Marietta Investment Partners
Wisconsin
$1.46M +$85.9K +257 +6%
CFG
1610
Carr Financial Group
Massachusetts
$1.45M -$159K -475 -10%
OFS
1611
Orrstown Financial Services
Pennsylvania
$1.45M +$50.2K +150 +4%
BF
1612
Brucke Financial
Indiana
$1.45M +$1.45M +4,242 New
JE
1613
JMAC Enterprises
Pennsylvania
$1.45M -$1K -3 -0.1%
FC
1614
Fairscale Capital
New Hampshire
$1.44M -$21.4K -64 -1%
BWP
1615
Barlow Wealth Partners
Kentucky
$1.43M +$1.43M +4,458 New
PFGIA
1616
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$32.8K +98 +2%
TAM
1617
Trillium Asset Management
Massachusetts
$1.43M -$22.1K -66 -2%
MBT
1618
Montecito Bank & Trust
California
$1.43M +$159K +477 +13%
DCM
1619
Dudley Capital Management
Virginia
$1.43M -$3.68K -11 -0.3%
FFS
1620
Founders Financial Securities
Maryland
$1.42M +$201K +601 +16%
FMC
1621
First Merchants Corp
Indiana
$1.41M +$1.34K +4 +0.1%
SQA
1622
Simon Quick Advisors
New Jersey
$1.41M +$302K +903 +27%
WBC
1623
West Branch Capital
Massachusetts
$1.41M +$527K +1,576 +60%
BTWM
1624
Baker Tilly Wealth Management
Wisconsin
$1.4M +$69.5K +208 +5%
SSWG
1625
Seven Springs Wealth Group
Tennessee
$1.4M +$18.1K +54 +1%
63 64
65
66 67