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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 %
KFC
2401
Klingenstein Fields & Co
New York
$365K -$6.02K -18 -2%
SIC
2402
Shoker Investment Counsel
Ohio
$365K – – –
MCM
2403
Mengis Capital Management
Oregon
$364K – – –
CCFM
2404
Clear Creek Financial Management
Washington
$364K +$364K +1,087 New
CT
2405
Colonial Trust
South Carolina
$363K +$7.02K +21 +2%
RIA
2406
Regal Investment Advisors
Michigan
$363K -$36.1K -108 -9%
BWG
2407
Balanced Wealth Group
Ohio
$363K +$1.03K +3 +0.3%
NFG
2408
Nadler Financial Group
Illinois
$362K – – –
FWM
2409
Forza Wealth Management
Florida
$362K +$31.4K +94 +10%
AG
2410
AmeriFlex Group
Nevada
$362K +$362K +1,059 New
HA
2411
Helium Advisors
Washington
$362K +$362K +1,082 New
LAM
2412
Lifestyle Asset Management
Texas
$361K -$1.34K -4 -0.4%
JF
2413
Jump Financial
Illinois
$361K +$361K +1,081 New
SAM
2414
Synergy Asset Management
Washington
$361K +$361K +1,178 New
WRM
2415
Weybosset Research & Management
Rhode Island
$359K – – –
NICM
2416
Neo Ivy Capital Management
New York
$359K +$359K +1,074 New
MMM
2417
Mendel Money Management
Illinois
$359K – – –
MWM
2418
Marion Wealth Management
Pennsylvania
$358K +$55.2K +165 +18%
CPA
2419
Capital Planning Advisors
California
$358K +$8.36K +25 +2%
LA
2420
LexAurum Advisors
Kansas
$357K +$90.3K +270 +34%
MWA
2421
Motive Wealth Advisors
Michigan
$357K +$70.9K +212 +25%
SCG
2422
Sonata Capital Group
Washington
$357K – – –
BCM
2423
BluePointe Capital Management
California
$357K +$57.2K +171 +19%
DIM
2424
DLK Investment Management
California
$356K +$21.1K +63 +6%
FAT
2425
First American Trust
California
$356K -$14K -42 -4%
95 96
97
98 99