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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 %
MWP
2576
Meridian Wealth Partners
Pennsylvania
$279K +$14K +42 +5%
SFS
2577
Stiles Financial Services
Minnesota
$279K -$39.8K -119 -13%
MPCL
2578
My Personal CFO LLC
Washington
$278K +$334 +1 +0.1%
FNB
2579
Farmers National Bank
Kentucky
$278K +$278K +831 New
BWM
2580
Blossom Wealth Management
California
$277K +$2.01K +6 +0.7%
CAM
2581
Clark Asset Management
New Hampshire
$277K -$40.1K -120 -13%
ACM
2582
AlphaStar Capital Management
North Carolina
$276K +$276K +824 New
FC
2583
Forte Capital
New York
$275K -$10K -30 -4%
VCM
2584
Vivaldi Capital Management
Illinois
$274K +$274K +789 New
RWA
2585
Redhawk Wealth Advisors
Minnesota
$274K +$1.67K +5 +0.6%
BAM
2586
Blueshift Asset Management
New Jersey
$273K +$273K +818 New
WAM
2587
Weatherly Asset Management
California
$272K +$11.7K +35 +4%
FNWM
2588
Financial Network Wealth Management
Utah
$272K
TCBWMS
2589
Texas Capital Bank Wealth Management Services
Texas
$272K +$272K +813 New
JLBC
2590
J.L. Bainbridge & Co
Florida
$271K +$6.35K +19 +2%
LFG
2591
Lockerman Financial Group
California
$271K -$3.68K -11 -1%
HWM
2592
Hemington Wealth Management
Virginia
$271K +$15.4K +46 +6%
NCTC
2593
New Covenant Trust Company
Indiana
$270K -$3.69K -11 -1%
MWM
2594
Maridea Wealth Management
New York
$270K +$270K +808 New
RIA
2595
Realta Investment Advisors
Delaware
$269K -$18K -54 -6%
CFA
2596
Cahill Financial Advisors
Minnesota
$269K -$70.2K -210 -21%
CFP
2597
Cascade Financial Partners
California
$269K -$669 -2 -0.2%
SPA
2598
Sherbrooke Park Advisers
New York
$268K +$268K +802 New
SAF
2599
Smith Anglin Financial
Texas
$268K -$3.01K -9 -1%
CCMW
2600
Cypress Capital Management (Wyoming)
Wyoming
$267K -$40.1K -120 -13%