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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 %
WCM
3126
WealthBridge Capital Management
Ohio
-$219K -799 Closed
CMTU
3127
Capital Markets Trading (UK)
United Kingdom
-$216K -790 Closed
TCMP
3128
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$210K -767 Closed
LWMM
3129
Legacy Wealth Management (Mississippi)
Mississippi
-$210K -767 Closed
BHBT
3130
Burke & Herbert Bank & Trust
Virginia
-$205K -749 Closed
RF
3131
RHS Financial
California
-$205K -748 Closed
CA
3132
Calton & Associates
Florida
-$204K -747 Closed
MMC
3133
Mizuho Markets Cayman
Cayman Islands
-$201K -736 Closed
PW
3134
Paladin Wealth
Minnesota
-$159K -582 Closed
LCM
3135
Laurion Capital Management
New York
-$155K -566 Closed
FAM
3136
Flaharty Asset Management
Florida
-$115K -419 Closed
SHIM
3137
Stone House Investment Management
Pennsylvania
-$105K -385 Closed
MWA
3138
MFA Wealth Advisors
Pennsylvania
-$102K -374 Closed
BWP
3139
Baldwin Wealth Partners
Massachusetts
-$101K -368 Closed
RWM
3140
Reston Wealth Management
Virginia
-$77.7K -284 Closed
DCP
3141
DSM Capital Partners
Florida
-$60.2K -220 Closed
BOC
3142
Bull Oak Capital
California
-$59.7K -218 Closed
VAMG
3143
Voisard Asset Management Group
Michigan
-$25.5K -93 Closed
Optiver Holding
3144
Optiver Holding
Netherlands
-$24.1K -88 Closed
RWA
3145
Redmont Wealth Advisors
Illinois
-$13.7K -50 Closed
MIM
3146
Macroview Investment Management
Maryland
-$13.2K -48 Closed
HI
3147
Hoey Investments
Pennsylvania
-$11.6K -45 Closed
UCI
3148
Uncommon Cents Investing
Wisconsin
-$11.5K -42 Closed
HGA
3149
Hobbs Group Advisors
South Carolina
-$8.76K -32 Closed
TFA
3150
Toth Financial Advisory
Virginia
-$5.48K -20 Closed