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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 %
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$115M -$1.79M -4,908 -2%
SEP
202
Soma Equity Partners
California
$112M -$4.79M -14,329 -4%
CRM
203
Cardano Risk Management
Netherlands
$112M +$112M +334,579 New
Renaissance Technologies
204
Renaissance Technologies
New York
$111M +$31.1M +93,154 +39%
Baird Financial Group
205
Baird Financial Group
Wisconsin
$111M +$3.16M +9,442 +3%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M -$1.61M -4,652 -1%
SMDAM
207
Sumitomo Mitsui DS Asset Management
Japan
$111M -$517K -1,547 -0.5%
AAIS
208
ABN AMRO Investment Solutions
$110M -$55.7M -166,718 -34%
AQR Capital Management
209
AQR Capital Management
Connecticut
$110M -$19.4M -58,023 -15%
MRG
210
Milestone Resources Group
British Virgin Islands
$108M – – –
ERSOT
211
Employees Retirement System of Texas
Texas
$108M – – –
ACM
212
Alua Capital Management
New York
$108M – – –
IC
213
IEQ Capital
California
$107M -$19.1M -57,270 -15%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$107M +$975K +2,917 +0.9%
CAM
215
Congress Asset Management
Massachusetts
$106M +$5.49M +16,435 +5%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$106M -$18.9M -56,607 -15%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$105M +$4.04M +12,086 +4%
UBP
218
Union Bancaire Privee
Switzerland
$104M +$104M +313,960 New
TA
219
Trivest Advisors
Hong Kong
$103M -$17.6M -52,500 -15%
IIP
220
Intermede Investment Partners
United Kingdom
$101M -$68.9M -206,156 -40%
RP
221
Riverbridge Partners
Minnesota
$101M -$3.64M -10,875 -3%
IG
222
ING Group
Netherlands
$101M -$719K -2,150 -0.7%
LWCA
223
Locust Wood Capital Advisers
New York
$100M -$1.1M -3,278 -1%
SCA
224
Southpoint Capital Advisors
New York
$100M – – –
CAG
225
Crestwood Advisors Group
Massachusetts
$99.5M +$1.07M +3,212 +1%
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