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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 %
OWM
2326
OneAscent Wealth Management
Alabama
$408K +$29.1K +87 +8%
CL
2327
CSS LLC
Illinois
$408K -$996K -2,980 -71%
RCP
2328
Rothschild Capital Partners
New York
$408K +$408K +1,220 New
SEA
2329
Stegent Equity Advisors
Texas
$407K +$3.68K +11 +0.9%
BWS
2330
Broadway Wealth Solutions
Texas
$407K +$407K +1,217 New
PPC
2331
Pennington Partners & Co
Maryland
$407K +$407K +1,215 New
PA
2332
PSI Advisors
Florida
$405K -$221K -661 -35%
TFA
2333
Teamwork Financial Advisors
Texas
$404K -$46.5K -139 -10%
TFA
2334
Trinity Financial Advisors
Ohio
$403K +$71.5K +216 +22%
CCWM
2335
Cassaday & Co Wealth Management
Virginia
$403K +$142K +426 +55%
CA
2336
Crewe Advisors
Utah
$402K -$149K -445 -27%
KW
2337
KWB Wealth
California
$402K +$188K +685 +88%
SPC
2338
Spirepoint Private Client
Florida
$402K +$2.01K +6 +0.5%
F8IS
2339
Figure 8 Investment Strategies
Idaho
$402K +$402K +1,201 New
FNBSF
2340
First National Bank Sioux Falls
South Dakota
$401K – – –
MAM
2341
McLean Asset Management
Virginia
$401K +$78.5K +235 +24%
GCM
2342
Gallacher Capital Management
Colorado
$401K -$36.4K -109 -8%
SFG
2343
Sovereign Financial Group
Connecticut
$399K -$12K -36 -3%
PI
2344
Pettee Investors
Connecticut
$398K +$52.2K +156 +15%
CAGAS
2345
Capital Advisory Group Advisory Services
Minnesota
$398K -$8.69K -26 -2%
FCM
2346
Fourpath Capital Management
Oklahoma
$397K +$21.7K +65 +6%
FPWM
2347
FSB Premier Wealth Management
Iowa
$395K +$83.9K +251 +27%
CFS
2348
CRA Financial Services
New Jersey
$393K +$5.35K +16 +1%
ST
2349
Sabal Trust
Florida
$393K – – –
MFWP
2350
Mosaic Family Wealth Partners
Missouri
$393K +$34.1K +102 +9%
92 93
94
95 96