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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 %
PWA
3026
Provenance Wealth Advisors
Florida
$8.36K
PWA
3027
Principia Wealth Advisory
Texas
$8.36K +$8.36K +25 New
CJH
3028
Christopher J. Hasenberg
Wisconsin
$8.02K
BG
3029
Bollard Group
Massachusetts
$8K
JGIA
3030
Jackson Grant Investment Advisers
Connecticut
$7.36K
RAM
3031
Riggs Asset Management
Pennsylvania
$7.05K +$672 +2 +11%
DWM
3032
Darwin Wealth Management
Florida
$7.02K +$7.02K +21 New
LSV Asset Management
3033
LSV Asset Management
Illinois
$7K +$7K +20 New
PS
3034
PayPay Securities
Japan
$6.69K -$1.34K -4 -17%
CAWM
3035
Capital A Wealth Management
Pennsylvania
$6.69K +$6.69K +20 New
SIM
3036
Synergy Investment Management
Florida
$6.69K +$6.69K +20 New
WW
3037
Winnow Wealth
Texas
$6.54K +$6.54K +20 New
HWM
3038
HighMark Wealth Management
Minnesota
$6.35K
RL
3039
Rogco LP
Oklahoma
$6.02K
FWA
3040
Flagship Wealth Advisors
Massachusetts
$6.02K +$6.02K +18 New
DWA
3041
Delos Wealth Advisors
Texas
$6.02K +$6.02K +18 New
CTB
3042
Country Trust Bank
Illinois
$5.68K +$5.68K +17 New
TCM
3043
TruNorth Capital Management
Michigan
$5.02K -$2.01K -6 -29%
PPA
3044
Painted Porch Advisors
California
$5.02K +$5.02K +15 New
KFP
3045
Keener Financial Planning
Texas
$5K
LAM
3046
Lummis Asset Management
Texas
$4.68K -$669 -2 -13%
WCM
3047
Westend Capital Management
California
$4.68K
AWM
3048
Atticus Wealth Management
Florida
$4.35K -$8.03K -24 -65%
MFT
3049
Moisand Fitzgerald Tamayo
Florida
$4.35K -$4.01K -12 -48%
SWM
3050
Sanctuary Wealth Management
Idaho
$4.35K