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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 %
ACM
3051
Anfield Capital Management
California
$4.01K -$8.36K -25 -68%
OSNBOA
3052
Old Second National Bank of Aurora
Illinois
$4.01K -$6.35K -19 -61%
NS
3053
NBC Securities
Alabama
$3.98K -$4.2M -11,587 -100%
FS
3054
Financially Speaking
Colorado
$3.68K +$3.68K +11 New
FC
3055
Family CFO
California
$3.68K +$3.68K +11 New
RDFA
3056
Ritter Daniher Financial Advisory
Ohio
$3.01K -$334 -1 -10%
JFG
3057
JDM Financial Group
Texas
$3.01K
TLCM
3058
Twin Lakes Capital Management
California
$2.69K
DSC
3059
Duncker Streett & Co
Missouri
$2.68K -$56.8K -170 -96%
ICCON
3060
Investment Counsel Company of Nevada
Nevada
$2.68K +$2.68K +8 New
HI
3061
Human Investing
Oregon
$2.34K +$2.34K +7 New
PWM
3062
Parkworth Wealth Management
California
$2.34K +$2.34K +8 New
DF
3063
DecisionPoint Financial
Arizona
$2.01K
PCM
3064
Perritt Capital Management
Illinois
$1.68K
SWC
3065
Spectrum Wealth Counsel
Indiana
$1.34K +$1.34K +4 New
IA
3066
IFS Advisors
Kansas
$1K
IWM
3067
IMG Wealth Management
Florida
$669 +$669 +2 New
BMC
3068
Bear Mountain Capital
Washington
$335 +$335 +1 New
GIM
3069
Generation Investment Management
United Kingdom
-$389M -1,421,407 Closed
DCP
3070
Distillate Capital Partners
Illinois
-$36.2M -132,242 Closed
Temasek Holdings
3071
Temasek Holdings
Singapore
-$26.4M -96,328 Closed
KCM
3072
Kodai Capital Management
Illinois
-$20.6M -75,176 Closed
IC
3073
Immersion Capital
United Kingdom
-$18.1M -66,064 Closed
FC
3074
FORA Capital
Florida
-$11.8M -43,206 Closed
ICM
3075
Invenomic Capital Management
Massachusetts
-$10.7M -39,250 Closed