CRM icon

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 %
WSFS
601
Wilmington Savings Fund Society
Delaware
$15.7M +$1.08M +3,230 +7%
DCM
602
Dupont Capital Management
Delaware
$15.7M
BBA
603
BLB&B Advisors
Pennsylvania
$15.5M +$652K +1,949 +4%
OIA
604
OneDigital Investment Advisors
Kansas
$15.5M -$1.04M -3,107 -6%
CL
605
Choreo LLC
Illinois
$15.5M -$534K -1,595 -3%
BEI
606
Benjamin Edwards Inc
Missouri
$15.5M +$642K +1,921 +4%
SF
607
Synovus Financial
Georgia
$15.5M -$2.18M -6,523 -12%
LCM
608
LVM Capital Management
Michigan
$15.5M +$504K +1,508 +3%
MCM
609
McRae Capital Management
New Jersey
$15.5M +$1.31M +3,923 +9%
NMERB
610
New Mexico Educational Retirement Board
New Mexico
$15.4M -$435K -1,300 -3%
EWM
611
Edge Wealth Management
New York
$15.4M -$369K -1,105 -2%
MCM
612
MAI Capital Management
Ohio
$15.4M +$2.16M +6,452 +16%
BCMO
613
Buckingham Capital Management (Ohio)
Ohio
$15.4M -$433K -1,294 -3%
ECM
614
ExodusPoint Capital Management
New York
$15.4M +$15.4M +45,957 New
AWS
615
Atria Wealth Solutions
New York
$15.3M +$274K +818 +2%
PWM
616
Perigon Wealth Management
California
$15.2M +$39.4K +123 +0.3%
HFM
617
Harvest Fund Management
China
$15.2M +$12.2M +36,526 +409%
SCM
618
Sterling Capital Management
North Carolina
$15.2M +$279K +834 +2%
STA
619
Summit Trail Advisors
New York
$15.2M +$886K +2,647 +6%
Parallax Volatility Advisers
620
Parallax Volatility Advisers
California
$15.2M +$15.2M +45,317 New
FT
621
Fiduciary Trust
Massachusetts
$15.1M +$559K +1,673 +4%
AIM
622
Artemis Investment Management
United Kingdom
$15.1M +$15.1M +45,216 New
NI
623
Noked Israel
Israel
$15M +$1.67M +5,000 +13%
FVWA
624
Foster Victor Wealth Advisors
South Carolina
$14.9M -$1.72M -5,297 -10%
SCM
625
Shelton Capital Management
Colorado
$14.9M +$2.54M +7,598 +21%