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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 %
CFS
2876
CGC Financial Services
Oregon
$74.6K
NWMP
2877
Noble Wealth Management PBC
Colorado
$72.9K +$72.9K +218 New
FIA
2878
FPC Investment Advisory
California
$69K +$63.9K +187 +1,247%
TAM
2879
Tucker Asset Management
Colorado
$68.9K -$4.01K -12 -6%
RWS
2880
Retirement Wealth Solutions
Wisconsin
$67.3K +$67.3K +212 New
AWM
2881
Ameliora Wealth Management
Switzerland
$66.9K +$66.9K +200 New
SC
2882
Swan Capital
Florida
$66.9K -$43.1K -129 -39%
BIM
2883
Breakwater Investment Management
Washington
$66.9K
EA
2884
Emerald Advisers
Pennsylvania
$66.9K
CWM
2885
Crowley Wealth Management
Delaware
$66.9K +$66.9K +200 New
T
2886
Tidemark
California
$66.9K +$6.02K +18 +10%
AW
2887
Avion Wealth
Texas
$65K +$33.5K +101 +106%
TIM
2888
Tortoise Investment Management
New York
$64.5K +$8.02K +24 +14%
MS
2889
Mizuho Securities
Japan
$63.8K -$2.65M -7,900 -98%
BTC
2890
Bank & Trust Company
Illinois
$63.5K -$1.67K -5 -3%
CI
2891
Cordant Inc
Oregon
$63.5K +$63.5K +190 New
CAC
2892
Core Alternative Capital
Georgia
$62.9K +$11.7K +35 +23%
CWM
2893
Cedar Wealth Management
California
$62.5K -$511K -1,529 -89%
WA
2894
Whipplewood Advisors
Colorado
$61.9K +$61.9K +185 New
KG
2895
Kieckhefer Group
Wisconsin
$60.2K +$60.2K +180 New
FWA
2896
FSC Wealth Advisors
New York
$59.5K +$59.5K +178 New
MHR
2897
Matthew Hamilton Rosenberg
$59.2K +$27.7K +83 +88%
KPP
2898
Kings Path Partners
Texas
$58.8K
KBFS
2899
Kohmann Bosshard Financial Services
Ohio
$58.8K +$58.8K +176 New
MSFP
2900
Mark Sheptoff Financial Planning
Connecticut
$58.5K -$41.8K -125 -42%