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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 %
KIM
1701
Kestra Investment Management
Texas
$1.23M +$298K +891 +32%
SWM
1702
Seed Wealth Management
Illinois
$1.23M – – –
JSW
1703
Journey Strategic Wealth
New Jersey
$1.23M +$18.1K +54 +1%
CWA
1704
Consilium Wealth Advisory
Texas
$1.23M -$8.03K -24 -0.6%
BWM
1705
Baron Wealth Management
Michigan
$1.23M -$3.34K -10 -0.3%
VWA
1706
Visionary Wealth Advisors
Illinois
$1.23M +$143K +427 +13%
AP
1707
Americana Partners
Texas
$1.22M +$141K +422 +13%
PMA
1708
Prudent Man Advisors
Illinois
$1.22M -$78.6K -235 -6%
APP
1709
Avantax Planning Partners
Iowa
$1.21M +$72.2K +216 +6%
CFMC
1710
Curbstone Financial Management Corp
New Hampshire
$1.21M -$16.7K -50 -1%
TBT
1711
Texas Bank & Trust
Texas
$1.21M +$1.21M +3,625 New
GPWM
1712
Grant Private Wealth Management
California
$1.21M +$1.21M +3,622 New
MAM
1713
MWA Asset Management
Massachusetts
$1.21M -$67.9K -203 -5%
IA
1714
IFC Advisors
California
$1.21M +$1.21M +3,617 New
CWM
1715
Connecticut Wealth Management
Connecticut
$1.21M +$550K +1,644 +83%
LIG
1716
Lokken Investment Group
Delaware
$1.2M +$20.1K +60 +2%
WGC
1717
Watts Gwilliam & Co
Arizona
$1.2M -$69.2K -213 -5%
IIM
1718
Ipswich Investment Management
Massachusetts
$1.2M -$4.01K -12 -0.3%
NIWA
1719
New Insight Wealth Advisors
California
$1.19M -$1.12M -3,346 -49%
MFA
1720
Mayflower Financial Advisors
Massachusetts
$1.18M -$50.5K -151 -4%
MCC
1721
Malaga Cove Capital
California
$1.18M -$1.67K -5 -0.1%
DFC
1722
DB Fitzpatrick & Co
Idaho
$1.18M -$518K -1,548 -30%
SIG
1723
Sky Investment Group
Connecticut
$1.18M -$5.02K -15 -0.4%
MIM
1724
Moseley Investment Management
Florida
$1.18M +$268K +801 +29%
RIL
1725
Rothschild Investment LLC
Illinois
$1.18M -$13.7M -40,835 -92%
67 68
69
70 71