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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 %
GF
2026
Gabelli Funds
New York
$670K -$117K -350 -15%
LWM
2027
Latko Wealth Management
Illinois
$670K +$1K +3 +0.2%
AIMC
2028
Alley Investment Management Company
Illinois
$669K – – –
GMF
2029
Grace & Mercy Foundation
New York
$669K – – –
EL
2030
EWA LLC
Pennsylvania
$668K -$1K -3 -0.1%
FWM
2031
Focused Wealth Management
New York
$667K +$9.36K +28 +1%
RGC
2032
Roberts, Glore & Co
Illinois
$667K -$10K -30 -1%
LJAC
2033
L.J. Altfest & Co
New York
$665K -$28.4K -85 -4%
NFA
2034
Northwest Financial Advisors
Virginia
$665K +$669 +2 +0.1%
PWM
2035
Prosperity Wealth Management
California
$665K +$665K +1,988 New
CPA
2036
Capital Performance Advisors
California
$665K +$8.36K +25 +1%
KIM
2037
Kane Investment Management
California
$662K +$662K +1,981 New
KIC
2038
Kensington Investment Counsel
California
$659K -$378K -1,132 -36%
FFA
2039
Florida Financial Advisors
Florida
$659K +$344K +1,030 +109%
WWP
2040
Waypoint Wealth Partners
California
$659K +$33.4K +100 +5%
BMWS
2041
Brady Martz Wealth Solutions
North Dakota
$658K +$658K +2,034 New
TCM
2042
Triumph Capital Management
Colorado
$657K +$657K +1,964 New
EA
2043
Everpar Advisors
Oklahoma
$654K +$68.5K +205 +12%
MAM
2044
Meeder Asset Management
Ohio
$652K +$430K +1,285 +193%
WAG
2045
Winthrop Advisory Group
Massachusetts
$652K +$17.1K +51 +3%
NRC
2046
New Republic Capital
North Carolina
$652K +$88.6K +265 +16%
GA
2047
Geller Advisors
New York
$652K +$31.1K +93 +5%
RFN
2048
Redwood Financial Network
Ohio
$651K -$31.8K -95 -5%
BWG
2049
Berry Wealth Group
Texas
$649K +$29.1K +87 +5%
PP
2050
Patron Partners
Texas
$648K +$48.8K +146 +8%
80 81
82
83 84