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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 %
MFS
1676
Monetta Financial Services
Illinois
$1.3M – – –
BI
1677
Bradyco Inc
Massachusetts
$1.3M +$1.3M +3,894 New
NDSI
1678
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$11.7K -35 -0.9%
RBC
1679
Romano Brothers & Co
Illinois
$1.3M -$4.35K -13 -0.3%
SS
1680
Sunbelt Securities
Texas
$1.3M -$235K -701 -15%
CA
1681
Continuum Advisory
Idaho
$1.29M +$65.5K +196 +5%
CWM
1682
Cornerstone Wealth Management
Missouri
$1.28M -$146K -437 -10%
AWM
1683
Angeles Wealth Management
California
$1.28M +$36.4K +109 +3%
GWP
1684
Gen-Wealth Partners
Michigan
$1.28M -$38.1K -114 -3%
SFG
1685
Shum Financial Group
California
$1.28M -$26.1K -78 -2%
CIA
1686
Cape Investment Advisory
Georgia
$1.28M -$2.68K -8 -0.2%
AIM
1687
Anchor Investment Management
South Carolina
$1.27M -$162K -486 -11%
IW
1688
IronOak Wealth
Texas
$1.27M +$1.27M +3,797 New
CAG
1689
Csenge Advisory Group
Florida
$1.27M -$224K -670 -15%
WI
1690
WrapManager Inc
California
$1.27M +$7.69K +23 +0.6%
NL
1691
NWAM LLC
Washington
$1.26M -$144K -432 -10%
OPTFSNA
1692
Old Point Trust & Financial Services N A
Virginia
$1.26M +$16.7K +50 +1%
OIM
1693
Oder Investment Management
California
$1.26M -$3.01K -9 -0.2%
AB
1694
ANB Bank
Colorado
$1.26M +$1.26M +3,754 New
LFG
1695
Larson Financial Group
Missouri
$1.25M -$174K -520 -12%
SAM
1696
Strive Asset Management
Ohio
$1.24M +$1.24M +3,722 New
APC
1697
Aspire Private Capital
North Carolina
$1.24M +$5.02K +15 +0.4%
MI
1698
Motiv8 Investments
Florida
$1.24M +$194K +579 +18%
FTUS
1699
Flow Traders U.S.
New York
$1.24M +$1.24M +3,701 New
OP
1700
ORG Partners
Indiana
$1.23M +$63.2K +189 +5%
66 67
68
69 70