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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
$6.44B
2
DZ Bank
DZ Bank
Germany
$1.42B
3
BlackRock
BlackRock
New York
$25.6B
4
Invesco
Invesco
Georgia
$2.6B
5
Northern Trust
Northern Trust
Illinois
$3.75B

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$480M
2
Harris Associates
Harris Associates
Illinois
$445M
3
Capital World Investors
Capital World Investors
California
$3.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.76B
5
Capital International Investors
Capital International Investors
California
$5.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$183M -$12.8M -38,421 -7%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$180M -$10.4M -31,131 -5%
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$180M -$18M -53,906 -9%
ROIC
154
Route One Investment Company
California
$180M – – –
DnB Asset Management
155
DnB Asset Management
Norway
$179M -$53M -158,404 -23%
N
156
Natixis
France
$179M -$78.7M -235,499 -31%
Kovitz Investment Group Partners
157
Kovitz Investment Group Partners
Illinois
$178M -$31.3M -93,487 -15%
FCM
158
Fernbridge Capital Management
California
$178M -$181M -541,343 -50%
Cerity Partners
159
Cerity Partners
New York
$175M -$6.72M -20,475 -4%
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$175M +$61.3M +183,374 +54%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$170M -$59.6M -178,306 -26%
Chevy Chase Trust
162
Chevy Chase Trust
Maryland
$168M -$6.01M -17,974 -3%
BA
163
Bridgewater Associates
Connecticut
$168M +$77.6M +232,013 +86%
Victory Capital Management
164
Victory Capital Management
Texas
$168M -$1.01M -3,011 -0.6%
Primecap Management
165
Primecap Management
California
$168M -$2.51M -7,500 -1%
Asset Management One
166
Asset Management One
Japan
$167M +$1.52M +4,481 +0.9%
Corient Private Wealth
167
Corient Private Wealth
Florida
$162M +$884K +2,655 +0.5%
Public Sector Pension Investment Board (PSP Investments)
168
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$162M +$7.61M +22,762 +5%
Select Equity Group
169
Select Equity Group
New York
$160M -$102M -304,592 -39%
US Bancorp
170
US Bancorp
Minnesota
$160M +$2.54M +7,587 +2%
Mirae Asset Global ETFs Holdings
171
Mirae Asset Global ETFs Holdings
Hong Kong
$157M +$2.45M +7,328 +2%
RCM
172
Rokos Capital Management
United Kingdom
$156M +$113M +336,927 +258%
XL
173
XN LP
New York
$150M -$23.2M -69,513 -13%
CLGM
174
Capitolis Liquid Global Markets
New York
$148M -$66M -197,500 -31%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$145M -$3.33M -9,961 -2%
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