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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 %
PSF
2651
Pacific Sun Financial
California
$252K
HAIM
2652
Hunter Associates Investment Management
Pennsylvania
$250K +$250K +747 New
AFG
2653
ABLE Financial Group
Arizona
$250K -$9.69K -29 -4%
AIC
2654
Archer Investment Corporation
Indiana
$250K +$334 +1 +0.1%
SN
2655
Sittner & Nelson
Oregon
$250K -$15K -45 -6%
SCM
2656
Schnieders Capital Management
California
$250K
GHA
2657
Granite Harbor Advisors
Texas
$248K +$669 +2 +0.3%
CWS
2658
Cypress Wealth Services
California
$248K +$248K +741 New
FCT
2659
First Community Trust
Iowa
$247K +$4.01K +12 +2%
KWM
2660
Keebeck Wealth Management
Illinois
$247K +$247K +739 New
CIAM
2661
Caitong International Asset Management
Hong Kong
$247K +$247K +739 New
TA
2662
TruWealth Advisors
Louisiana
$246K +$1K +3 +0.4%
GIA
2663
Guyasuta Investment Advisors
Pennsylvania
$246K
PCMC
2664
Private Capital Management (Colorado)
Colorado
$245K -$27.1K -81 -10%
WPA
2665
West Paces Advisors
Georgia
$243K -$15K -45 -6%
CCA
2666
Catalyst Capital Advisors
New York
$243K +$20.4K +61 +9%
PPWM
2667
Perissos Private Wealth Management
Oklahoma
$242K +$242K +725 New
HC
2668
Hamilton Capital
Ohio
$242K
GWM
2669
GSB Wealth Management
Connecticut
$242K +$242K +723 New
FMN
2670
Financial Management Network
California
$241K -$1.33K -4 -0.6%
TFA
2671
Tranquilli Financial Advisor
New Jersey
$241K +$241K +720 New
SIA
2672
SGL Investment Advisors
Montana
$241K +$16.6K +51 +7%
AFW
2673
Avantra Family Wealth
Pennsylvania
$240K +$240K +718 New
MWM
2674
MinichMacGregor Wealth Management
New York
$240K +$240K +717 New
CWM
2675
CCG Wealth Management
California
$240K +$240K +717 New