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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 %
KCM
2426
Kathmere Capital Management
Pennsylvania
$356K +$25.4K +76 +8%
GPW
2427
Genesis Private Wealth
Virginia
$355K +$355K +1,062 New
DFG
2428
Delta Financial Group
New Jersey
$355K -$23.7K -71 -6%
FMII
2429
Farmers & Merchants Investments Inc
Nebraska
$354K -$16.7K -50 -5%
NIM
2430
Northeast Investment Management
Massachusetts
$354K -$11.7K -35 -3%
FG
2431
Foster Group
Iowa
$354K +$10K +30 +3%
CFO
2432
Collective Family Office
Pennsylvania
$354K -$6.35K -19 -2%
SL
2433
Sentinus LLC
Illinois
$353K +$23.7K +71 +7%
DE
2434
Diversified Enterprises
Delaware
$353K +$42.5K +127 +14%
LA
2435
Lifeworks Advisors
Michigan
$353K +$74.5K +223 +27%
WP
2436
Westmount Partners
California
$353K +$5.01K +15 +1%
RWI
2437
Red Wave Investments
Pennsylvania
$352K – – –
CGA
2438
Crescent Grove Advisors
Illinois
$351K +$68K +203 +24%
APG
2439
Abacus Planning Group
South Carolina
$350K +$1.34K +4 +0.4%
KCPG
2440
Kavar Capital Partners Group
Kansas
$348K -$33.4K -100 -9%
IA
2441
Insight Advisors
Pennsylvania
$348K +$4.03K +12 +1%
HKIMG
2442
Hutchens & Kramer Investment Management Group
Indiana
$347K +$41.8K +125 +14%
HR
2443
Howe & Rusling
New York
$347K +$669 +2 +0.2%
MCM
2444
M1 Capital Management
Michigan
$347K +$347K +1,037 New
ZIC
2445
ZWJ Investment Counsel
Georgia
$346K +$24.1K +72 +7%
RS
2446
Rakuten Securities
Japan
$346K +$80.2K +240 +30%
WHC
2447
Wulff, Hansen & Co
California
$346K +$11.7K +35 +4%
SWMP
2448
Signature Wealth Management Partners
New Jersey
$345K -$5.02K -15 -1%
MSA
2449
McAlister Sweet & Associates
Texas
$344K – – –
PWP
2450
Prasad Wealth Partners
Ohio
$344K +$344K +1,028 New
96 97
98
99 100