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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 %
LDB
2801
Lee, Danner & Bass
Tennessee
$172K -$234K -700 -58%
BCPWM
2802
Bradley & Co Private Wealth Management
Florida
$170K +$170K +509 New
LJHT
2803
Laurie J. Hall Trustee
$169K
RPA
2804
Redwood Park Advisors
California
$169K +$169K +504 New
OIA
2805
Optimum Investment Advisors
Illinois
$167K
FDW
2806
Fourth Dimension Wealth
Ohio
$162K +$162K +485 New
KIG
2807
Kessler Investment Group
Indiana
$162K -$5.35K -16 -3%
JWA
2808
JFS Wealth Advisors
Pennsylvania
$161K -$10K -30 -6%
NWM
2809
Nova Wealth Management
Florida
$154K +$154K +461 New
DMBA
2810
Deseret Mutual Benefit Administrators
Utah
$154K -$2.68K -8 -2%
BIA
2811
Bell Investment Advisors
California
$154K +$334 +1 +0.2%
EPW
2812
Evergreen Private Wealth
Colorado
$153K
CSWM
2813
Cassady Schiller Wealth Management
Ohio
$151K +$27.4K +82 +22%
WA
2814
WPG Advisers
Maryland
$150K +$150K +450 New
WWP
2815
WR Wealth Planners
Missouri
$150K +$12.4K +37 +9%
ME
2816
McIlrath & Eck
Washington
$148K +$57.2K +171 +63%
OC
2817
Oakworth Capital
Alabama
$147K +$83.6K +250 +131%
EFMH
2818
E Fund Management (HK)
Hong Kong
$144K +$67.3K +201 +88%
PWA
2819
Physician Wealth Advisors
Utah
$141K +$141K +423 New
FFA
2820
Frazier Financial Advisors
Ohio
$141K -$40K -119 -22%
GFPC
2821
Global Financial Private Client
Florida
$141K +$1K +3 +0.7%
FIM
2822
FWL Investment Management
Texas
$137K +$33.4K +100 +32%
FMP
2823
Financial Management Professionals
Texas
$136K +$2.68K +8 +2%
FDCP
2824
Foster Dykema Cabot & Partners
Massachusetts
$133K -$159K -475 -54%
ACA
2825
Atlas Capital Advisors
Wyoming
$132K