CRM icon

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 %
RLH
2151
RD Lewis Holdings
Florida
$551K +$551K +1,691 New
AF
2152
Apexium Financial
Texas
$551K +$27.7K +83 +5%
JCM
2153
Jacobsen Capital Management
Utah
$550K +$22.7K +68 +4%
WP
2154
WMS Partners
Maryland
$549K +$33.4K +100 +6%
GA
2155
Guerra Advisors
Florida
$549K +$549K +1,641 New
RC
2156
Rovin Capital
Arizona
$545K -$438K -1,311 -45%
TWA
2157
TCI Wealth Advisors
Arizona
$545K +$6.02K +18 +1%
FSA
2158
Fort Sheridan Advisors
Illinois
$545K +$33.4K +100 +7%
VFG
2159
V2 Financial group
Illinois
$544K – – –
SMC
2160
Smith, Moore & Co
Missouri
$544K +$53.2K +159 +11%
WCM
2161
Wedge Capital Management
North Carolina
$544K -$22.4K -67 -4%
JWCA
2162
J.W. Coons Advisors
Ohio
$543K -$35.1K -105 -6%
OW
2163
Olistico Wealth
Oklahoma
$542K +$16.7K +50 +3%
BTWM
2164
Brass Tax Wealth Management
Ohio
$542K +$542K +1,621 New
CAM
2165
Claret Asset Management
Quebec, Canada
$542K +$155K +464 +40%
LWM
2166
LJI Wealth Management
Indiana
$542K +$8.69K +26 +2%
PFA
2167
Pathway Financial Advisors
Vermont
$542K -$4.35K -13 -0.8%
MWM
2168
Mattern Wealth Management
Kansas
$540K +$56.8K +170 +12%
CIP
2169
Convergence Investment Partners
Florida
$539K -$3.68K -11 -0.7%
FNBT
2170
FineMark National Bank & Trust
Florida
$537K +$240K +719 +81%
GAA
2171
Guardian Asset Advisors
Pennsylvania
$537K +$38.1K +114 +8%
OWMIAS
2172
One Wealth Management Investment & Advisory Services
Florida
$532K – – –
RIP
2173
Reliant Investment Partners
North Carolina
$532K +$532K +1,590 New
CH
2174
Canton Hathaway
Rhode Island
$531K – – –
ANBT
2175
American National Bank & Trust
Texas
$530K -$16.7K -50 -3%
85 86
87
88 89