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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 %
ZRP
2951
Zynergy Retirement Planning
New Jersey
$30.1K
CFS
2952
Compass Financial Services
Iowa
$29.8K +$29.8K +89 New
TCM
2953
Tradewinds Capital Management
Washington
$29.8K
AT
2954
Arlington Trust
Alabama
$29.1K +$13.4K +40 +85%
PC
2955
Promus Capital
Illinois
$28.8K +$28.8K +86 New
FWM
2956
FLP Wealth Management
Arkansas
$28.5K +$28.5K +85 New
ICM
2957
Islay Capital Management
Texas
$28.4K
DPW
2958
DiNuzzo Private Wealth
Pennsylvania
$28.1K
NC
2959
NewSquare Capital
Pennsylvania
$27.4K +$8.02K +24 +41%
DCM
2960
Disciplina Capital Management
Tennessee
$27.1K
AWM
2961
Accredited Wealth Management
Kentucky
$26.8K +$26.8K +80 New
LIS
2962
Legacy Investment Solutions
Idaho
$26.7K +$6.19K +19 +30%
LWMI
2963
Legacy Wealth Management (Idaho)
Idaho
$26.7K +$6.19K +19 +30%
WAG
2964
Wiser Advisor Group
Arizona
$25.9K
DMKJ
2965
David M. Knott Jr
$25.7K
VWM
2966
Vermillion Wealth Management
Minnesota
$24.2K +$24.2K +72 New
VWA
2967
Valued Wealth Advisors
Utah
$23.8K -$7.37K -22 -24%
BAM
2968
Bellevue Asset Management
Washington
$23.4K
CAM
2969
Costello Asset Management
Pennsylvania
$23.1K
CJ
2970
Caitlin John
Michigan
$22.4K
OLVIG
2971
Oliver Lagore Vanvalin Investment Group
Michigan
$22.4K
FNWA
2972
Financial Network Wealth Advisors
Utah
$21.7K -$48.1K -144 -69%
PG
2973
Proffitt & Goodson
Tennessee
$21.4K -$2.34K -7 -10%
SC
2974
Steph & Co
Wisconsin
$21.1K -$16K -48 -43%
LFASL
2975
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K