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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 %
ECP
1651
Elwood Capital Partners
New York
$1.34M +$1.34M +4,000 New
TBC
1652
Ted Buchan & Co
California
$1.34M +$51.2K +153 +4%
BIM
1653
Bridges Investment Management
Nebraska
$1.33M -$17.4K -52 -1%
SIC
1654
Salem Investment Counselors
North Carolina
$1.33M -$33.5K -100 -2%
CBTWT
1655
Community Bank & Trust (Waco, Texas)
Texas
$1.33M +$334 +1 +0%
GAM
1656
Gemmer Asset Management
California
$1.33M +$854K +2,554 +179%
WC
1657
Waterloo Capital
Texas
$1.33M +$672K +2,009 +102%
FCM
1658
Fire Capital Management
California
$1.33M +$1.33M +3,966 New
DW30
1659
Drucker Wealth 3.0
New Jersey
$1.32M +$68.5K +205 +5%
GWS
1660
Greykasell Wealth Strategies
California
$1.32M +$1.32M +3,958 New
ARMT
1661
Amica Retiree Medical Trust
Rhode Island
$1.32M -$116K -346 -8%
MCA
1662
Magnolia Capital Advisors
Mississippi
$1.32M +$518K +1,549 +64%
PWM
1663
Palumbo Wealth Management
New York
$1.32M +$88.9K +266 +7%
AWM
1664
Aprio Wealth Management
Georgia
$1.32M +$347K +1,038 +36%
AC
1665
AlphaCore Capital
California
$1.32M -$823K -2,459 -38%
VA
1666
Valmark Advisers
Ohio
$1.32M +$302K +902 +30%
BCM
1667
BluePath Capital Management
Georgia
$1.31M +$151K +474 +13%
SWK
1668
Stephen W. Kidder
$1.31M +$1.31M +3,928 New
BIP
1669
Blueprint Investment Partners
North Carolina
$1.31M +$343K +1,026 +35%
MAM
1670
Milestone Asset Management
Pennsylvania
$1.31M +$237K +708 +22%
FMLI
1671
Fukoku Mutual Life Insurance
Japan
$1.31M -$501K -1,500 -28%
VEA
1672
Virtus ETF Advisers
New York
$1.31M +$1.31M +3,913 New
MCP
1673
Mirador Capital Partners
California
$1.31M +$161K +481 +14%
EP
1674
Essential Planning
New Hampshire
$1.31M +$1.31M +4,106 New
BL
1675
BFSG LLC
California
$1.3M -$50.8K -152 -4%
65 66
67
68 69