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 %
FFA
2226
First Foundation Advisors
California
$485K +$10K +30 +2%
CCA
2227
Cobblestone Capital Advisors
New York
$485K – – –
SCA
2228
Sandy Cove Advisors
Massachusetts
$484K +$79.2K +237 +20%
BFAG
2229
Blackston Financial Advisory Group
Florida
$484K +$57.2K +171 +13%
PAG
2230
Paladin Advisory Group
Iowa
$483K – – –
FF
2231
Farrell Financial
New York
$483K – – –
BCMLT
2232
Beacon Capital Management LLC (Tennessee)
Tennessee
$482K +$334 +1 +0.1%
CFG
2233
Copley Financial Group
California
$482K -$83.9K -251 -15%
DIM
2234
DC Investments Management
Virginia
$482K – – –
AWM
2235
AllSquare Wealth Management
New York
$481K +$5.35K +16 +1%
ATC
2236
Adirondack Trust Company
New York
$479K – – –
WIA
2237
Wetzel Investment Advisors
Indiana
$478K -$34.8K -104 -7%
CFD
2238
Creative Financial Designs
Indiana
$478K – – –
DA
2239
Drake & Associates
Wisconsin
$476K +$476K +1,460 New
TSMHT
2240
Thurston Springer Miller Herd & Titak
Indiana
$475K +$309K +924 +186%
HFS
2241
Howard Financial Services
Texas
$473K +$89.6K +268 +23%
PGWM
2242
Parisi Gray Wealth Management
New Jersey
$473K +$48.8K +146 +12%
CL
2243
CVFG LLC
Indiana
$472K +$472K +1,411 New
PIA
2244
Pinion Investment Advisors
Kansas
$470K -$21.4K -64 -4%
WHCI
2245
W.H. Cornerstone Investments
Massachusetts
$470K +$131K +393 +39%
TCM
2246
Traynor Capital Management
Pennsylvania
$469K +$29.8K +89 +7%
DWM
2247
Dorchester Wealth Management
Quebec, Canada
$468K – – –
CFIA
2248
Cantor Fitzgerald Investment Advisors
New York
$468K – – –
RRA
2249
Round Rock Advisors
Connecticut
$467K +$92.3K +276 +25%
LCWP
2250
Legacy Capital Wealth Partners
Arkansas
$467K -$381K -1,140 -45%
88 89
90
91 92