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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 %
CWP
2501
Curated Wealth Partners
California
$315K +$669 +2 +0.2%
KIG
2502
Kennedy Investment Group
New Jersey
$315K -$30.1K -90 -9%
LCM
2503
Lattice Capital Management
Washington
$314K
MWM
2504
Momentous Wealth Management
Washington
$313K +$313K +937 New
YIM
2505
Yoffe Investment Management
Pennsylvania
$313K +$313K +937 New
BBNA
2506
Bremer Bank National Association
Minnesota
$311K -$63.5K -190 -17%
WE
2507
Wealth Effects
Massachusetts
$311K +$21.7K +65 +8%
KA
2508
KDT Advisors
New York
$311K +$311K +929 New
MBI
2509
May Barnhard Investments
Maryland
$310K
ACC
2510
Acorn Creek Capital
Colorado
$309K +$12.7K +38 +4%
ML
2511
McAdam LLC
Pennsylvania
$308K +$45.8K +137 +17%
LI
2512
LifeWealth Investments
Florida
$307K +$307K +917 New
GWP
2513
Gateway Wealth Partners
Wisconsin
$306K +$306K +916 New
HPM
2514
Hoxton Planning & Management
West Virginia
$306K +$35.1K +105 +13%
BMM
2515
Berkshire Money Management
Massachusetts
$305K +$305K +912 New
VF
2516
Vawter Financial
Ohio
$305K -$77.6K -232 -20%
GCP
2517
Gill Capital Partners
Colorado
$303K
FFG
2518
First Financial Group
North Carolina
$303K +$303K +905 New
PP
2519
Postrock Partners
Oregon
$302K +$302K +904 New
WWS
2520
Wellington Wealth Strategies
Indiana
$302K -$464K -1,407 -61%
CFS
2521
Coordinated Financial Services
Colorado
$301K +$301K +900 New
SIAG
2522
Safeguard Investment Advisory Group
California
$300K -$12.7K -38 -4%
ERWM
2523
Elk River Wealth Management
Colorado
$300K
WSWA
2524
Warren Street Wealth Advisors
California
$300K +$11.4K +34 +4%
SPF
2525
South Plains Financial
Texas
$300K +$300K +896 New