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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 %
SWP
2101
Semus Wealth Partners
Florida
$599K +$17.1K +51 +3%
FFG
2102
Floyd Financial Group
Missouri
$599K +$599K +1,883 New
GLA
2103
Good Life Advisors
Pennsylvania
$598K -$143K -427 -19%
TCM
2104
Telos Capital Management
California
$598K -$41.1K -123 -6%
OWA
2105
One Wealth Advisors
California
$597K +$18.7K +56 +3%
MSFS
2106
Main Street Financial Solutions
Pennsylvania
$596K +$176K +527 +42%
TC
2107
Trilogy Capital
California
$595K +$8.02K +24 +1%
RFW
2108
Rainier Family Wealth
Washington
$594K +$594K +1,777 New
WPC
2109
Waters Parkerson & Co
Louisiana
$594K +$6.35K +19 +1%
PSP
2110
Pacific Sage Partners
Washington
$593K – – –
LWM
2111
Lionshead Wealth Management
New York
$593K +$593K +1,773 New
WF
2112
Wayfinding Financial
Washington
$592K +$592K +1,771 New
MAG
2113
M3 Advisory Group
Massachusetts
$592K +$56.5K +169 +11%
HCM
2114
Howland Capital Management
Massachusetts
$592K +$13.1K +39 +2%
BIA
2115
Bigelow Investment Advisors
Maine
$591K -$84.9K -254 -13%
RFS
2116
Richardson Financial Services
Massachusetts
$590K +$5.37K +16 +0.9%
ACP
2117
Aveo Capital Partners
Colorado
$589K +$39.5K +118 +7%
JFA
2118
JNBA Financial Advisors
Minnesota
$589K +$67.2K +201 +13%
SMA
2119
Seven Mile Advisory
New Jersey
$589K +$13K +39 +2%
NI
2120
Natural Investments
California
$587K +$587K +1,756 New
EWA
2121
Encompass Wealth Advisors
Oregon
$583K +$4.35K +13 +0.8%
CA
2122
CoreCap Advisors
Michigan
$582K +$161K +481 +38%
S
2123
Sunpointe
Missouri
$582K +$14.4K +43 +3%
BCA
2124
Bay Colony Advisors
Massachusetts
$582K +$283K +848 +95%
PB
2125
Pinnacle Bancorp
Nebraska
$580K -$10.7K -32 -2%
83 84
85
86 87