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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 %
KSWA
2926
Kathleen S. Wright Associates
Pennsylvania
$39.1K
HGERS
2927
Householder Group Estate & Retirement Specialist
Arizona
$39K -$112K -338 -74%
GCM
2928
Gables Capital Management
Florida
$38.8K
SC
2929
Stephens Consulting
Michigan
$38.4K
RWM
2930
Ruedi Wealth Management
Illinois
$37.8K
BC
2931
Barrett & Company
Rhode Island
$36.8K
RTL
2932
Red Tortoise LLC
Georgia
$36.3K
HHGA
2933
Halbert Hargrove Global Advisors
California
$35.2K +$35.2K +105 New
LAMC
2934
Longview Asset Management (California)
California
$35.1K +$35.1K +105 New
WTFG
2935
Wood Tarver Financial Group
Idaho
$35K +$35K +107 New
GFL
2936
Granite FO LLC
New Hampshire
$34.4K
CMA
2937
Cedar Mountain Advisors
Oregon
$34.2K -$3.02K -9 -8%
APW
2938
Atlantic Private Wealth
North Carolina
$34.1K +$669 +2 +2%
TC
2939
Tacita Capital
Ontario, Canada
$33.4K
SWM
2940
Sugarloaf Wealth Management
Georgia
$33.4K +$8.02K +24 +32%
PSB
2941
Piscataqua Savings Bank
New Hampshire
$33.4K
SRCM
2942
Signature Resources Capital Management
California
$32.6K
RFA
2943
Reyes Financial Architecture
California
$32.4K +$32.4K +97 New
OA
2944
Operose Advisors
Wisconsin
$32.1K -$55.5K -166 -63%
CP
2945
Castleview Partners
Texas
$31.7K +$14.2K +43 +81%
CF
2946
Collier Financial
Colorado
$31.6K +$31.6K +94 New
Q1WB
2947
Quest 10 Wealth Builders
Virginia
$31.4K +$31.4K +94 New
FWM
2948
FSA Wealth Management
Massachusetts
$31.2K -$33.2K -99 -52%
API
2949
Asset Planning Inc
California
$31.1K +$31.1K +93 New
NI
2950
NCP Inc
California
$30.4K