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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 %
PFWA
1626
Paces Ferry Wealth Advisors
Georgia
$1.4M -$57.8K -173 -4%
DI
1627
Diligent Investors
California
$1.4M – – –
SFA
1628
Souders Financial Advisors
Ohio
$1.4M -$68.5K -205 -5%
PFG
1629
Putney Financial Group
California
$1.39M +$1.39M +4,171 New
SIA
1630
Strategic Investment Advisors
Michigan
$1.39M -$170K -508 -11%
AF
1631
Aldebaran Financial
$1.39M -$198K -590 -12%
BOM
1632
Bank of Marin
California
$1.39M -$19.1K -57 -1%
KCFA
1633
Key Client Fiduciary Advisors
New Jersey
$1.39M -$189K -565 -12%
PG
1634
Prostatis Group
Maryland
$1.39M -$6.69K -20 -0.5%
OWA
1635
Octavia Wealth Advisors
Ohio
$1.39M -$19.1K -57 -1%
AWM
1636
Accurate Wealth Management
Florida
$1.38M +$387K +1,217 +39%
PIA
1637
Perennial Investment Advisors
California
$1.38M +$161K +482 +13%
CWA
1638
Crux Wealth Advisors
California
$1.38M +$1.38M +4,121 New
MDA
1639
Minot DeBlois Advisors
Massachusetts
$1.38M +$1.38M +4,120 New
BAM
1640
Byrne Asset Management
New Jersey
$1.36M -$30.1K -90 -2%
LCM
1641
LCM Capital Management
Illinois
$1.36M +$38.8K +116 +3%
SIG
1642
Sargent Investment Group
Maryland
$1.36M -$244K -766 -15%
ICP
1643
Interchange Capital Partners
Pennsylvania
$1.36M -$105K -314 -7%
GITFIT
1644
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.35M – – –
UIM
1645
Unified Investment Management
Georgia
$1.35M +$1.35M +4,049 New
ACM
1646
Aster Capital Management
United Arab Emirates
$1.35M +$1.31M +3,907 +3,052%
ETC
1647
Exchange Traded Concepts
Oklahoma
$1.35M -$176K -526 -12%
CLA
1648
Carnegie Lake Advisors
New Jersey
$1.34M – – –
WF
1649
WinCap Financial
Massachusetts
$1.34M +$1.34M +4,002 New
BWP
1650
BSW Wealth Partners
Colorado
$1.34M +$107K +321 +9%
64 65
66
67 68