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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 %
GSB
2251
Greenfield Savings Bank
Massachusetts
$466K +$3.68K +11 +0.8%
TWM
2252
Tradition Wealth Management
Minnesota
$466K -$669 -2 -0.1%
GAG
2253
GM Advisory Group
New York
$466K +$197K +590 +73%
GF
2254
Gries Financial
Ohio
$465K +$62.5K +187 +16%
SSA
2255
Sierra Summit Advisors
Nevada
$465K – – –
CWMS
2256
Cannon Wealth Management Services
North Carolina
$465K +$192K +565 +70%
CCM
2257
Chaney Capital Management
Washington
$464K -$142K -425 -23%
SWA
2258
Strata Wealth Advisors
Texas
$464K +$7.36K +22 +2%
CFSG
2259
Community Financial Services Group
Vermont
$460K -$3.06M -9,149 -87%
PFA
2260
Pure Financial Advisors
California
$458K +$153K +459 +50%
BOS
2261
Bank of Stockton
California
$458K +$52.2K +156 +13%
GD
2262
Grandfield & Dodd
New York
$456K -$33.4K -100 -7%
4A
2263
4Wealth Advisors
Illinois
$453K +$453K +1,356 New
VFG
2264
Victory Financial Group
Texas
$453K +$453K +1,356 New
WWM
2265
Whalen Wealth Management
Nevada
$453K +$453K +1,354 New
KFA
2266
Krane Funds Advisors
New York
$451K +$451K +1,349 New
Kayne Anderson Rudnick Investment Management
2267
Kayne Anderson Rudnick Investment Management
California
$450K +$119K +356 +36%
BWM
2268
BlackDiamond Wealth Management
New York
$450K +$57.5K +172 +15%
HWA
2269
HCR Wealth Advisors
California
$449K -$5.02K -15 -1%
BFA
2270
Brown Financial Advisors
Ohio
$448K -$133K -398 -23%
BB
2271
Busey Bank
Illinois
$448K -$79.6K -238 -15%
MFA
2272
Morling Financial Advisors
California
$448K +$4.35K +13 +1%
DWA
2273
Delap Wealth Advisory
Oregon
$447K +$11.7K +35 +3%
SSWM
2274
Sheets Smith Wealth Management
North Carolina
$446K +$16.7K +50 +4%
DO
2275
denkapparat Operations
Germany
$445K +$445K +1,332 New
89 90
91
92 93