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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 %
AGP
1801
Aspire Growth Partners
Florida
$1M +$1M +2,997 New
ST
1802
Smithfield Trust
Pennsylvania
$995K +$2.68K +8 +0.3%
WSA
1803
Warm Springs Advisors
California
$995K +$995K +2,975 New
AP
1804
Adero Partners
California
$994K +$27.8K +83 +3%
CAM
1805
Carret Asset Management
New York
$987K -$20.1K -60 -2%
APW
1806
Austin Private Wealth
Texas
$985K +$90.6K +271 +10%
FPW
1807
Fairvoy Private Wealth
Alabama
$984K +$984K +2,943 New
KC
1808
Knuff & Co
California
$983K – – –
AFT
1809
Alpha Family Trust
California
$981K – – –
FAFN
1810
First Affirmative Financial Network
Colorado
$980K +$44.8K +134 +5%
BCM
1811
Bienville Capital Management
New York
$979K – – –
KSB
1812
Kennebec Savings Bank
Maine
$977K -$31.6K -99 -3%
PCM
1813
Pointe Capital Management
Michigan
$973K +$8.02K +24 +0.8%
RWM
1814
Riverbend Wealth Management
South Carolina
$969K +$969K +2,892 New
CM
1815
Capula Management
Cayman Islands
$967K +$937K +2,803 +3,114%
MWA
1816
Midland Wealth Advisors
Illinois
$965K -$39.5K -118 -4%
APGDR
1817
Absoluto Partners Gestao de Recursos
Brazil
$965K +$486K +1,455 +102%
CIG
1818
Cascade Investment Group
Colorado
$961K +$21.7K +65 +2%
PHIC
1819
Pine Haven Investment Counsel
Massachusetts
$961K +$33.4K +100 +4%
TPW
1820
Talon Private Wealth
Florida
$961K +$496K +1,484 +107%
EI
1821
Ecofi Investissements
France
$960K -$217K -700 -18%
SB
1822
Sunflower Bank
Texas
$960K +$32.1K +96 +3%
W
1823
WealthCollab
Washington
$959K +$748K +2,237 +355%
AWAG
1824
ARS Wealth Advisors Group
Florida
$959K +$5.35K +16 +0.6%
PFBT
1825
Parkside Financial Bank & Trust
Missouri
$958K -$55.2K -165 -5%
71 72
73
74 75