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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 %
HFS
2851
Horizon Financial Services
North Carolina
$99.6K
PMFA
2852
Plante Moran Financial Advisors
Michigan
$99K -$8.36K -25 -8%
PWMG
2853
Prestige Wealth Management Group
New Jersey
$97.7K
DAM
2854
Delta Asset Management
Tennessee
$97.6K
BBPWM
2855
Blue Bell Private Wealth Management
Pennsylvania
$96.3K -$2.34K -7 -2%
NCM
2856
Northwest Capital Management
Oregon
$94.6K
AWM
2857
Activest Wealth Management
Florida
$92K +$2.01K +6 +2%
CBT
2858
Crews Bank & Trust
Florida
$90.6K +$90.6K +271 New
LOIP
2859
Live Oak Investment Partners
Texas
$89.6K -$73.9K
CAM
2860
Creekmur Asset Management
Illinois
$88.6K -$2.68K -8 -3%
FPB
2861
First PREMIER Bank
South Dakota
$88K -$66.9K -200 -43%
TVWM
2862
Tower View Wealth Management
Wisconsin
$87.3K
VAG
2863
VisionPoint Advisory Group
Texas
$87.3K +$87.3K +264 New
FCG
2864
Financial Connections Group
California
$87K -$37.7K -114 -30%
CSC
2865
Caldwell Sutter Capital
California
$86.3K -$10K -30 -10%
IHWM
2866
Iron Horse Wealth Management
Iowa
$84.3K
VIA
2867
Virtus Investment Advisers
Connecticut
$82.9K
CCA
2868
Cadent Capital Advisors
Oklahoma
$81.8K +$81.8K +245 New
QL
2869
Quarry LP
New York
$81.6K +$81.6K +244 New
AA
2870
AlphaMark Advisors
Kentucky
$80K +$34.3K +102 +75%
GIA
2871
GHP Investment Advisors
Colorado
$78.6K -$8.02K -24 -9%
HFM
2872
Hartford Financial Management
Connecticut
$78.6K
MA
2873
MCF Advisors
Kentucky
$77.3K +$30.1K +90 +64%
PCFFS
2874
Pacific Center for Financial Services
California
$77.1K +$334 +1 +0.4%
PCWA
2875
Pacific Capital Wealth Advisors
California
$74.9K -$4.68K -14 -6%