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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 %
RCM
2901
Richardson Capital Management
Wisconsin
$56.8K
CTWM
2902
Cherry Tree Wealth Management
Minnesota
$56.2K
1IA
2903
1620 Investment Advisors
Massachusetts
$56.1K -$667 -2 -1%
EWP
2904
Elevation Wealth Partners
California
$55.2K
MG
2905
MilWealth Group
Wisconsin
$55.2K
FF
2906
Friedenthal Financial
New Jersey
$55.2K +$55.2K +165 New
GK
2907
Graney & King
New York
$53.7K +$53.7K +161 New
USB
2908
Union Savings Bank
Connecticut
$51.8K
SGC
2909
Slocum, Gordon & Co
Rhode Island
$50.1K
IWP
2910
IAG Wealth Partners
Wisconsin
$50.1K
PP
2911
Pacifica Partners
Canada
$47.6K
GJIA
2912
Glass Jacobson Investment Advisors
Maryland
$46.8K
SO
2913
Sierra Ocean
California
$46.5K +$46.5K +139 New
PK
2914
Pflug Koory
Nebraska
$46.1K
POIA
2915
Pin Oak Investment Advisors
Texas
$46K
PA
2916
Pineridge Advisors
Missouri
$45.8K +$20.7K +62 +83%
RFG
2917
REAP Financial Group
Texas
$45.5K -$21.7K -65 -32%
CWC
2918
Carolinas Wealth Consulting
North Carolina
$45.2K
VWA
2919
VSM Wealth Advisory
Maryland
$45.1K +$45.1K +135 New
PCTC
2920
Perkins Coie Trust Company
Washington
$45.1K
CIR
2921
Clear Investment Research
Georgia
$42.9K -$335 -1 -0.8%
CTA
2922
Colonial Trust Advisors
South Carolina
$42.5K -$3.68K -11 -8%
PP
2923
Pingora Partners
Wyoming
$41.8K
AP
2924
Aspect Partners
Virginia
$40.1K +$5.02K +15 +14%
MSG
2925
Main Street Group
Virginia
$39.1K