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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 %
FIM
1876
Freedom Investment Management
Connecticut
$867K +$176K +526 +25%
PWM
1877
Prentice Wealth Management
New York
$864K +$26.4K +79 +3%
MMPW
1878
Mitchell McLeod Pugh & Williams
Alabama
$861K +$61.5K +184 +8%
FA
1879
Fountainhead AM
New Jersey
$861K +$20.1K +60 +2%
AWM
1880
Avitas Wealth Management
California
$860K -$26.4K -79 -3%
KFI
1881
Key Financial Inc
Pennsylvania
$860K +$5.02K +15 +0.6%
RCA
1882
Runnymede Capital Advisors
Ohio
$855K +$855K +2,556 New
KFA
1883
Kapstone Financial Advisors
Ohio
$852K -$43.9K -124 -5%
VIM
1884
Vista Investment Management
Pennsylvania
$852K +$20.7K +62 +2%
HIF
1885
Hill Island Financial
Michigan
$852K – – –
DWAM
1886
Duncan Williams Asset Management
Tennessee
$852K +$84.6K +253 +11%
DWM
1887
Drive Wealth Management
Utah
$849K +$34.8K +104 +4%
CCA
1888
Childress Capital Advisors
Texas
$848K +$51.5K +154 +6%
CT
1889
Clearstead Trust
Maine
$847K +$652K +1,950 +334%
AF
1890
Advisornet Financial
Minnesota
$847K +$6.02K +18 +0.7%
AWE
1891
Avidian Wealth Enterprises
Texas
$846K +$110K +330 +15%
GWM
1892
Greenwich Wealth Management
Connecticut
$846K -$47.5K -142 -5%
YP
1893
YANKCOM Partnership
South Dakota
$846K +$846K +2,530 New
WCM
1894
Windsor Capital Management
Arizona
$844K -$6.02K -18 -0.7%
KA
1895
Kozak & Associates
Colorado
$842K +$3.33K +10 +0.4%
JSL
1896
JT Stratford LLC
Georgia
$841K -$109K -326 -11%
AIMA
1897
Ables Iannone Moore & Associates
Georgia
$841K – – –
CRI
1898
Colonial River Investments
Virginia
$840K -$192K -574 -19%
WJWM
1899
Williams Jones Wealth Management
New York
$838K +$39.1K +117 +5%
MPWS
1900
McCarter Private Wealth Services
Massachusetts
$838K +$45.8K +137 +6%
74 75
76
77 78