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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 %
ACI
1776
Alpha Cubed Investments
California
$1.05M +$5.35K +16 +0.5%
SRC
1777
Sage Rhino Capital
California
$1.05M -$291K -869 -22%
CMANY
1778
Capital Management Associates (New York)
New York
$1.05M – – –
OWG
1779
Oxford Wealth Group
Florida
$1.05M -$43.5K -130 -4%
RF
1780
Roxbury Financial
New Jersey
$1.05M +$1.05M +3,188 New
CNTOF
1781
Canandaigua National Trust of Florida
New York
$1.05M -$1.67K -5 -0.2%
LOIM
1782
Liberty One Investment Management
Illinois
$1.05M -$191K -571 -15%
SSWM
1783
Strait & Sound Wealth Management
California
$1.04M +$19.7K +59 +2%
HCS
1784
Himension Capital (Singapore)
Singapore
$1.04M +$1.04M +3,111 New
QC
1785
Quent Capital
New York
$1.03M +$22.7K +68 +2%
BCM
1786
Brown Capital Management
Maryland
$1.03M -$144K -430 -12%
FWP
1787
Forefront Wealth Partners
Texas
$1.03M +$1.03M +3,078 New
WIM
1788
Waverton Investment Management
United Kingdom
$1.03M -$1.46M -4,360 -59%
OFS
1789
OneAscent Financial Services
Alabama
$1.03M +$539K +1,614 +111%
WPW
1790
Watershed Private Wealth
Illinois
$1.02M -$133K -397 -11%
TP
1791
Tranquility Partners
Tennessee
$1.02M +$29.8K +89 +3%
BAM
1792
Belpointe Asset Management
Nevada
$1.02M +$3.8K +15 +0.4%
BWA
1793
Blodgett Wealth Advisors
California
$1.02M +$142K +425 +16%
WAOI
1794
Wealth Advisors of Iowa
Iowa
$1.02M +$8.02K +24 +0.8%
UCB
1795
United Community Bank
South Carolina
$1.02M +$55.2K +165 +6%
IWA
1796
Icon Wealth Advisors
Texas
$1.01M +$88.9K +266 +10%
CM
1797
Corvex Management
New York
$1.01M – – –
FB
1798
First Bancorp
Maine
$1.01M -$32.4K -97 -3%
HBW
1799
Hazlett, Burt & Watson
West Virginia
$1.01M -$16.7K -50 -2%
CWM
1800
Concentrum Wealth Management
California
$1M +$1M +3,003 New
70 71
72
73 74