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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 %
CPIG
1276
Chicago Partners Investment Group
Illinois
$2.59M +$338K +1,034 +15%
PWM
1277
Peterson Wealth Management
Nevada
$2.58M +$121K +362 +5%
FGC
1278
Financial Gravity Companies
Texas
$2.56M +$41.8K +125 +2%
BAM
1279
Beaumont Asset Management
Texas
$2.55M -$60.5K -181 -2%
TFGT
1280
TS Financial Group (TSFG)
Illinois
$2.55M -$66.9K -200 -3%
LWA
1281
Lineweaver Wealth Advisors
Ohio
$2.55M +$200K +597 +9%
AWP
1282
Ascent Wealth Partners
New York
$2.55M -$32.1K -96 -1%
BIG
1283
Brooklyn Investment Group
New York
$2.54M +$143K +427 +6%
WMP
1284
Wealth Management Partners
Arizona
$2.54M -$55.2K -165 -2%
HA
1285
Harfst & Associates
Wyoming
$2.54M +$166K +496 +7%
AAS
1286
Ameritas Advisory Services
Nebraska
$2.54M +$21.4K +64 +0.9%
WRPWM
1287
Werba Rubin Papier Wealth Management
California
$2.53M -$643K -1,922 -20%
CWP
1288
Concord Wealth Partners
Virginia
$2.52M +$141K +423 +6%
CCG
1289
Ceeto Capital Group
Florida
$2.51M
SC
1290
Shay Capital
New York
$2.51M +$2.05M +6,120 +443%
SAM
1291
Silphium Asset Management
United Kingdom
$2.51M +$2.51M +7,500 New
WCM
1292
Weaver Capital Management
Georgia
$2.5M +$312K +933 +14%
NP
1293
Nilsine Partners
Colorado
$2.5M +$108K +323 +5%
GS
1294
GTS Securities
New York
$2.49M +$384K +1,150 +18%
EWA
1295
EverSource Wealth Advisors
Alabama
$2.48M +$358K +1,072 +17%
KTC
1296
Kentucky Trust Company
Kentucky
$2.48M +$2.48M +7,410 New
RSWM
1297
Robertson Stephens Wealth Management
California
$2.48M +$70.6K +211 +3%
GLAM
1298
Gardner Lewis Asset Management
Pennsylvania
$2.48M +$946K +2,830 +62%
BMCM
1299
Bryn Mawr Capital Management
Pennsylvania
$2.47M +$344K +1,030 +16%
PDL
1300
Portfolio Design Labs
California
$2.47M +$357K +1,069 +17%