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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 %
4WM
2776
49 Wealth Management
Texas
$204K +$204K +610 New
LFS
2777
Legacy Financial Strategies
Kansas
$204K +$204K +616 New
SFC
2778
Strategic Financial Concepts
Texas
$204K +$204K +610 New
CS
2779
Capital Square
Tennessee
$204K +$204K +610 New
PAA
2780
Peregrine Asset Advisers
Oregon
$204K +$204K +609 New
CIAS
2781
CFS Investment Advisory Services
New Jersey
$203K +$203K +608 New
PFS
2782
Prospect Financial Services
New York
$203K +$203K +607 New
GRA
2783
Golden Road Advisors
Florida
$202K +$202K +605 New
MAM
2784
Mainsail Asset Management
Alabama
$202K +$202K +604 New
RPGK
2785
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +602 New
LFGO
2786
Legacy Financial Group (Oklahoma)
Oklahoma
$201K +$201K +602 New
LRPA
2787
L. Roy Papp & Associates
Arizona
$201K +$201K +601 New
GC
2788
Globeflex Capital
California
$201K
NCM
2789
Neumann Capital Management
California
$201K +$201K +600 New
RCWM
2790
Royal Capital Wealth Management
Indiana
$201K +$201K +600 New
RT
2791
Rockland Trust
Massachusetts
$200K +$200K +599 New
DCBT
2792
Dakota Community Bank & Trust
North Dakota
$198K +$48.5K +145 +33%
SIS
2793
Sound Income Strategies
Florida
$191K -$22.4K -67 -10%
GKIM
2794
GW&K Investment Management
Massachusetts
$191K +$9.02K +27 +5%
TF
2795
Tompkins Financial
New York
$191K
PSFG
2796
Park Square Financial Group
Georgia
$190K +$190K +569 New
HDIM
2797
Hanson & Doremus Investment Management
Vermont
$190K
BDL
2798
Banque de Luxembourg
Luxembourg
$185K +$185K +551 New
FCAS
2799
First Command Advisory Services
Texas
$178K -$2.01K -6 -1%
MWM
2800
Mascoma Wealth Management
New Hampshire
$173K +$17.1K +51 +11%