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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 %
AP
2826
Atwood & Palmer
Missouri
$127K
EFP
2827
EnRich Financial Partners
Wisconsin
$125K
BGAI
2828
Bruce G. Allen Investments
Colorado
$125K +$97.6K +292 +360%
SFG
2829
Stonebridge Financial Group
Pennsylvania
$123K +$123K +368 New
BHWM
2830
Beaird Harris Wealth Management
Texas
$123K -$98.3K -294 -44%
AIM
2831
Acropolis Investment Management
Missouri
$122K +$122K +365 New
KI
2832
Kapitalo Investimentos
Brazil
$121K +$121K +362 New
ACA
2833
American Capital Advisory
Idaho
$120K
PWMG
2834
Private Wealth Management Group
New Jersey
$119K
CPG
2835
Cornerstone Planning Group
New Jersey
$117K +$3.82K +11 +3%
CWM
2836
Consultiva Wealth Management
Puerto Rico
$117K +$117K +351 New
CHC
2837
City Holding Co
West Virginia
$117K
JAM
2838
JCIC Asset Management
Ontario, Canada
$116K +$2.34K +7 +2%
AAG
2839
Armstrong Advisory Group
Massachusetts
$115K +$25.8K +77 +29%
SIS
2840
Strategic Investment Solutions
Illinois
$112K +$83.5K +300 +297%
SAM
2841
Sherman Asset Management
California
$111K +$111K +333 New
ECM
2842
Estabrook Capital Management
New York
$111K
FP
2843
Financial Perspectives
Minnesota
$109K +$34.8K +104 +47%
OAJ
2844
Ogorek Anthony Joseph
New York
$108K +$334 +1 +0.3%
BHWM
2845
Bay Harbor Wealth Management
Maryland
$105K +$1.34K +4 +1%
MLA
2846
MB, Levis & Associates
Pennsylvania
$104K
VFM
2847
Vision Financial Markets
Connecticut
$104K +$104K +310 New
BONH
2848
Bank of New Hampshire
New Hampshire
$104K
UIA
2849
Ulland Investment Advisors
Minnesota
$103K
LCM
2850
Logan Capital Management
Pennsylvania
$100K +$669 +2 +0.7%