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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 %
EAM
2276
Evanson Asset Management
California
$444K – – –
PMSA
2277
Patrick M. Sweeney & Associates
Illinois
$442K -$3.34K -10 -0.8%
FA
2278
Fedenia Advisers
Wisconsin
$442K +$442K +1,322 New
TM
2279
TigerOak Management
New Mexico
$441K +$441K +1,320 New
GI
2280
GLOBALT Investments
Georgia
$441K – – –
BWA
2281
Bestgate Wealth Advisors
Maryland
$441K +$441K +1,319 New
WG
2282
Wealth Group
North Carolina
$439K +$3.34K +10 +0.8%
B
2283
Bellecapital
Switzerland
$439K -$15.4K -46 -3%
SWA
2284
SOA Wealth Advisors
New York
$436K -$10K -30 -2%
TWP
2285
Tempus Wealth Planning
California
$436K +$334 +1 +0.1%
CPWA
2286
Cerro Pacific Wealth Advisors
California
$435K +$4.93K +18 +1%
WTG
2287
West Tower Group
Virginia
$435K +$435K +1,300 New
JCM
2288
Janney Capital Management
Pennsylvania
$432K -$2.01K -6 -0.5%
RFA
2289
Resurgent Financial Advisors
Georgia
$431K -$2.68K -8 -0.6%
MCM
2290
Manchester Capital Management
Vermont
$431K +$50.2K +150 +13%
FCG
2291
Fielder Capital Group
Tennessee
$431K +$12.7K +38 +3%
FAM
2292
Fairtree Asset Management
South Africa
$431K +$431K +1,288 New
CIS
2293
Custom Index Systems
New York
$429K +$429K +1,284 New
FC
2294
Fulcrum Capital
Washington
$429K -$51.8K -155 -11%
IP
2295
Intellectus Partners
California
$429K – – –
SCA
2296
Sulzberger Capital Advisors
Florida
$426K +$426K +1,275 New
WEG
2297
World Equity Group
Illinois
$426K +$426K +1,274 New
WDG
2298
Wealth Dimensions Group
Ohio
$426K +$17.4K +52 +4%
OWM
2299
Opes Wealth Management
California
$425K -$15.4K -46 -3%
LBC
2300
Leigh Baldwin & Co
New York
$425K +$425K +1,270 New
90 91
92
93 94