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Salesforce

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
Name Holding Trade Value Shares
Change
Shares
Change %
OFA
2476
Oak Family Advisors
Illinois
$330K +$330K +988 New
AI
2477
Arvest Investments
Arkansas
$330K +$8.03K +24 +2%
MC
2478
Mirabaud & Cie
Switzerland
$329K -$2.77M -8,290 -89%
HWP
2479
Highline Wealth Partners
California
$329K +$5.68K +17 +2%
EP
2480
EPIQ Partners
Minnesota
$327K
CG
2481
Clifford Group
Massachusetts
$327K
SPW
2482
Sonoma Private Wealth
California
$326K +$326K +976 New
SWG
2483
Summit Wealth Group
Vermont
$326K
AAMA
2484
Advanced Asset Management Advisors
Ohio
$326K
AA
2485
Aire Advisors
California
$326K +$19.1K +57 +6%
APW
2486
Aurora Private Wealth
New Jersey
$325K -$19.7K -59 -6%
AGC
2487
Aspen Grove Capital
Colorado
$324K -$48.5K -145 -13%
CFAM
2488
Center For Asset Management
Florida
$322K +$322K +964 New
HB
2489
Horizon Bancorp
Indiana
$322K +$9.36K +28 +3%
RWA
2490
Rooted Wealth Advisors
Illinois
$322K +$83.1K +256 +35%
OHWA
2491
Oak Hill Wealth Advisors
Virginia
$322K +$322K +962 New
SFO
2492
Stenger Family Office
Illinois
$322K +$322K +962 New
1WM
2493
1858 Wealth Management
Ohio
$320K +$13.7K +41 +4%
IFPG
2494
Intrepid Financial Planning Group
Indiana
$319K
C
2495
Covestor
United Kingdom
$318K -$31.4K -94 -9%
SCM
2496
Sone Capital Management
New York
$318K +$318K +951 New
MFS
2497
Mirabella Financial Services
United Kingdom
$318K -$2.25M -6,734 -88%
MWP
2498
Meriwether Wealth & Planning
Louisiana
$317K +$317K +949 New
GAMC
2499
Garner Asset Management Corp
Texas
$316K
AIM
2500
Advyzon Investment Management
Illinois
$315K +$315K +941 New