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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 %
HC
3001
Hurley Capital
New York
$14.6K +$14.6K +39 New
MBFW
3002
Morton Brown Family Wealth
Pennsylvania
$14K
HFS
3003
HBC Financial Services
Washington
$14K
KHC
3004
Koesten Hirschmann & Crabtree
Kansas
$13.7K +$13.4K +40 +4,000%
DRP
3005
Decker Retirement Planning
Utah
$13.7K +$13.7K +41 New
WCM
3006
WealthTrak Capital Management
Virginia
$13.7K +$13.7K +41 New
CB
3007
Centennial Bank
Arkansas
$13.4K
MAM
3008
Morse Asset Management
Connecticut
$12.7K +$12.7K +38 New
STB
3009
S&T Bank
Pennsylvania
$12K +$12K +36 New
WWA
3010
Wingate Wealth Advisors
Massachusetts
$12K +$12K +36 New
LWA
3011
Lowe Wealth Advisors
Maryland
$11.7K +$5.68K +17 +94%
HWA
3012
HHM Wealth Advisors
Tennessee
$11.7K +$6.02K +18 +106%
CPL
3013
Capital & Planning LLC
Georgia
$11.7K +$11.7K +35 New
GGI
3014
Godsey & Gibb Inc
Virginia
$11.4K -$28.8K -86 -72%
AEPWM
3015
Atlantic Edge Private Wealth Management
Florida
$11.4K +$11.4K +34 New
CJL
3016
Cyrus J. Lawrence
New York
$11K +$11K +35 New
CCA
3017
Criterion Capital Advisors
Tennessee
$10.8K
GIM
3018
Gold Investment Management
Alberta, Canada
$10.4K
SMAM
3019
Sugar Maple Asset Management
Wisconsin
$10K +$10K +30 New
CWA
3020
Carolina Wealth Advisors
South Carolina
$9.7K -$8.69K -26 -47%
APM
3021
a16z Perennial Management
California
$9.36K -$3.21M -9,600 -100%
CIAS
3022
CBIZ Investment Advisory Services
Ohio
$9.03K +$6.36K +19 +238%
CI
3023
Clal Insurance
Israel
$9K +$9K +26 New
TWD
3024
True Wealth Design
Ohio
$8.89K +$3.29K +10 +59%
TCM
3025
TD Capital Management
Tennessee
$8.71K