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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 %
HCM
1976
Hengehold Capital Management
Ohio
$733K – – –
SOS
1977
Silver Oak Securities
Tennessee
$732K +$406K +1,209 +125%
PWMAG
1978
Pinnacle Wealth Management Advisory Group
New Jersey
$731K +$8.36K +25 +1%
WA
1979
WBH Advisory
Maryland
$730K +$6.69K +20 +0.9%
BCM
1980
Berbice Capital Management
New York
$729K +$729K +2,180 New
CA
1981
Crumly & Associates
Illinois
$728K -$22.4K -67 -3%
WBCM
1982
Wilson & Boucher Capital Management
California
$727K – – –
IRC
1983
Investors Research Corp
Georgia
$718K -$56.5K -169 -7%
CWS
1984
Confluence Wealth Services
Pennsylvania
$718K -$2.68K -8 -0.4%
CCA
1985
Coign Capital Advisors
Utah
$718K +$718K +2,146 New
RBWA
1986
RFG - Bristol Wealth Advisors
Massachusetts
$716K +$716K +2,142 New
VCA
1987
Verdence Capital Advisors
Maryland
$714K -$13K -39 -2%
WCFA
1988
Walkner Condon Financial Advisors
Wisconsin
$713K +$13.4K +40 +2%
WPWM
1989
Western Pacific Wealth Management
Illinois
$711K +$4.01K +12 +0.6%
AWM
1990
Accel Wealth Management
Iowa
$710K -$53.8K -161 -7%
FPCP
1991
Fort Point Capital Partners
California
$708K -$13K -39 -2%
AC
1992
ASB Consultores
Florida
$707K +$99K +296 +16%
AC
1993
AXQ Capital
New Jersey
$706K +$406K +1,213 +135%
OWP
1994
ORG Wealth Partners
Texas
$703K -$2.34K -7 -0.3%
BFA
1995
Beacon Financial Advisory
Ohio
$703K -$23.7K -71 -3%
TCM
1996
Tandem Capital Management
New Jersey
$702K +$702K +2,099 New
HL
1997
HeadInvest LLC
Maine
$701K -$32.8K -98 -4%
CP
1998
Covenant Partners
Tennessee
$700K -$55.2K -165 -7%
ES
1999
Eagle Strategies
New York
$698K +$1K +3 +0.1%
LG
2000
Leuthold Group
Minnesota
$698K +$698K +2,087 New
78 79
80
81 82