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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 %
SIM
2201
SSI Investment Management
California
$506K – – –
IIC
2202
Integrated Investment Consultants
Michigan
$505K +$17.4K +52 +4%
SFPG
2203
Stonebridge Financial Planning Group
Florida
$505K +$29.8K +89 +6%
KFGK
2204
Keystone Financial Group (Kentucky)
Kentucky
$503K +$1.67K +5 +0.3%
AI
2205
Atom Investors
Texas
$501K -$3.9M -11,679 -89%
AAP
2206
Aristotle Atlantic Partners
Florida
$501K – – –
MPCA
2207
Madison Park Capital Advisors
Washington
$501K – – –
HA
2208
Harbor Advisors
Florida
$501K – – –
PFG
2209
PAX Financial Group
Texas
$501K +$501K +1,499 New
FWI
2210
Facet Wealth Inc
Maryland
$501K -$477K -1,464 -49%
RIS
2211
Retirement Income Solutions
Michigan
$500K – – –
TCG
2212
Transcendent Capital Group
Oklahoma
$500K +$420K +1,257 +526%
MFG
2213
Mainsail Financial Group
Washington
$499K +$499K +1,494 New
WA
2214
Waddell & Associates
Tennessee
$497K -$6.35K -19 -1%
VCM
2215
Versant Capital Management
Arizona
$496K +$147K +441 +42%
NCM
2216
Next Capital Management
New York
$495K +$148K +443 +43%
VC
2217
Veery Capital
Delaware
$493K +$21.4K +64 +5%
HAM
2218
Hickory Asset Management
Ohio
$492K +$492K +1,472 New
AW
2219
Alteri Wealth
California
$491K +$491K +1,469 New
TSWM
2220
Tyler-Stone Wealth Management
Ohio
$490K -$18.4K -55 -4%
AI
2221
AdvisorShares Investments
Maryland
$490K +$490K +1,465 New
STA
2222
Smith Thornton Advisors
Alabama
$489K – – –
MP
2223
Moment Partners
California
$488K +$488K +1,460 New
MBTD
2224
Mechanics Bank - Trust Department
California
$488K +$488K +1,459 New
MWA
2225
Muirfield Wealth Advisors
North Carolina
$487K +$11K +33 +2%
87 88
89
90 91