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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 %
HG
2751
Harbor Group
New Hampshire
$212K +$212K +633 New
SGK
2752
Steigerwald Gordon & Koch
Virginia
$212K +$212K +633 New
C1AG
2753
Client 1st Advisory Group
Florida
$211K +$211K +631 New
LPFG
2754
Landing Point Financial Group
Ohio
$210K +$210K +645 New
WN
2755
Williams & Novak
California
$210K +$210K +627 New
WMWM
2756
Whitaker-Myers Wealth Managers
Ohio
$209K -$39.1K -117 -16%
FAN
2757
Financial Advisors Network
California
$209K +$209K +626 New
Fiera Capital (Canada)
2758
Fiera Capital (Canada)
Quebec, Canada
$209K +$209K +625 New
VAM
2759
Vienna Asset Management
California
$209K +$209K +625 New
TA
2760
Townsend & Associates
Colorado
$209K +$209K +639 New
LSA
2761
Lion Street Advisors
Texas
$209K +$209K +624 New
BFA
2762
Bill Few Associates
Pennsylvania
$209K +$209K +624 New
BOJHT
2763
Bank of Jackson Hole Trust
Wyoming
$208K +$208K +623 New
ORC
2764
O'Rourke & Company
Massachusetts
$208K +$208K +623 New
UOTTAIMCU
2765
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$208K
ACA
2766
Affinity Capital Advisors
California
$208K +$208K +639 New
NIA
2767
NBZ Investment Advisors
Tennessee
$207K +$207K +619 New
HIM
2768
Hanlon Investment Management
New Jersey
$207K +$207K +619 New
FF
2769
Francis Financial
$207K +$207K +1,036 New
W
2770
Wealthquest
Ohio
$207K +$207K +618 New
AIA
2771
Accelerate Investment Advisors
California
$206K +$206K +618 New
CCC
2772
Compass Capital Corp
Massachusetts
$206K +$206K +616 New
FC
2773
Financial Council
Maryland
$206K +$206K +616 New
3F
2774
360 Financial
Minnesota
$206K +$206K +615 New
TBWA
2775
Three Bridge Wealth Advisors
California
$205K +$205K +611 New