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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 %
AFP
1726
Ausdal Financial Partners
Iowa
$1.18M +$409K +1,223 +53%
CC
1727
Callan Capital
California
$1.17M +$247K +738 +27%
LAM
1728
L2 Asset Management
Massachusetts
$1.17M -$80.2K -240 -6%
KIA
1729
Kraematon Investment Advisors
Massachusetts
$1.17M -$39.1K -117 -3%
XF
1730
XML Financial
Maryland
$1.17M -$1K -3 -0.1%
FZCM
1731
Flynn Zito Capital Management
New York
$1.16M -$7.36K -22 -0.6%
IPAM
1732
Investment Partners Asset Management
New Jersey
$1.15M -$669 -2 -0.1%
DRD
1733
Dennis R. Delaney
$1.15M +$1.15M +3,428 New
MG
1734
Mather Group
Illinois
$1.15M +$119K +357 +12%
SICM
1735
Sustainable Insight Capital Management
New York
$1.14M +$639K +1,912 +128%
MCWA
1736
Meadow Creek Wealth Advisors
Georgia
$1.14M +$125K +373 +12%
HI
1737
Harbour Investments
Wisconsin
$1.14M +$100K +300 +10%
NMG
1738
New Millennium Group
Utah
$1.14M +$57.2K +171 +5%
FCA
1739
FLC Capital Advisors
California
$1.14M – – –
BB
1740
Burford Brothers
Texas
$1.14M +$35.4K +106 +3%
KLCM
1741
KG&L Capital Management
Louisiana
$1.13M +$334 +1 +0%
MTWM
1742
Masso Torrence Wealth Management
New Jersey
$1.13M +$51.2K +153 +5%
CAS
1743
Coppell Advisory Solutions
Texas
$1.13M +$879K +2,623 +351%
DJYG
1744
David J. Yvars Group
Florida
$1.13M -$3.34K -10 -0.3%
PA
1745
Prossimo Advisors
California
$1.13M +$10.7K +32 +1%
SWA
1746
Sax Wealth Advisors
New Jersey
$1.12M +$490K +1,465 +77%
EFS
1747
Essex Financial Services
Connecticut
$1.12M +$30.1K +90 +3%
VCM
1748
Voleon Capital Management
California
$1.12M +$1.12M +3,337 New
MW
1749
Marcum Wealth
Ohio
$1.12M +$69.5K +208 +7%
GSIAS
1750
Garden State Investment Advisory Services
New Jersey
$1.11M +$17.4K +52 +2%
68 69
70
71 72