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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 %
PIS
2976
POM Investment Strategies
North Carolina
$20.4K
BA
2977
Bellwether Advisors
Nebraska
$20.4K +$20.4K +61 New
TC
2978
Trust Company
Kansas
$20.1K
AAMU
2979
AEGON Asset Management (UK)
United Kingdom
$20K +$20K +59 New
PP
2980
PFS Partners
New Jersey
$19.5K
MAS
2981
MPWM Advisory Solutions
Georgia
$19.1K +$19.1K +57 New
WAM
2982
WFA Asset Management
Wisconsin
$18.8K -$34.3K -102 -65%
PCC
2983
Park Circle Company
Maryland
$18.1K
MCA
2984
Midwest Capital Advisors
Michigan
$17.7K +$17.7K +53 New
CWM
2985
Centricity Wealth Management
Ohio
$17.7K +$17.7K +53 New
VWWMG
2986
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
HIMS
2987
Hager Investment Management Services
New Hampshire
$17.1K +$17.1K +51 New
FFA
2988
Fairfield Financial Advisors
Massachusetts
$16.8K
MFC
2989
Mechanics Financial Corp
Ohio
$16.7K
LB
2990
Legacy Bridge
Iowa
$16.7K
MFG
2991
Menard Financial Group
Texas
$16.7K +$16.7K +50 New
PFT
2992
Providence First Trust
Arizona
$16.7K +$16.7K +50 New
SIC
2993
SJS Investment Consulting
Ohio
$16.4K -$19.7K -59 -55%
XC
2994
XY Capital
Hong Kong
$16K +$16K +48 New
EA
2995
Evolution Advisers
Virginia
$16K
PP
2996
PrairieView Partners
Minnesota
$16K
CMP
2997
Coston McIsaac & Partners
Maine
$16K +$960 +3 +6%
MSWA
2998
Marshall & Sterling Wealth Advisors
New York
$15.4K +$15.4K +47 New
NECFA
2999
New England Capital Financial Advisors
Connecticut
$15.1K
Cohen & Steers
3000
Cohen & Steers
New York
$15K