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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 %
TCPW
1751
Twin City Private Wealth
North Carolina
$1.11M +$32.5K +97 +3%
IIC
1752
Ironwood Investment Counsel
Arizona
$1.11M -$14K -42 -1%
PSP
1753
Principal Street Partners
Tennessee
$1.11M +$8.69K +26 +0.8%
GDP
1754
Great Diamond Partners
Maine
$1.11M -$9.03K -27 -0.8%
IAIM
1755
International Assets Investment Management
Florida
$1.11M -$331M -999,497 -100%
SCA
1756
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M
TGAM
1757
TBH Global Asset Management
Tennessee
$1.09M
CCG
1758
Catalina Capital Group
California
$1.09M +$73.6K +220 +7%
RCA
1759
Roberts Capital Advisors
Colorado
$1.09M
CCWM
1760
Correct Capital Wealth Management
Missouri
$1.09M +$29.1K +87 +3%
PA
1761
Probity Advisors
Texas
$1.09M +$28.8K +86 +3%
KRSITF
1762
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M -$499K -9,044 -32%
MMG
1763
Monetary Management Group
Missouri
$1.08M
TA
1764
TFG Advisers
Michigan
$1.08M +$54.5K +163 +5%
FFN
1765
Focus Financial Network
Minnesota
$1.08M -$344K -1,028 -24%
MIC
1766
Meridian Investment Counsel
California
$1.08M +$72.6K +217 +7%
FAM
1767
Formidable Asset Management
Ohio
$1.08M -$35.1K -105 -3%
ECG
1768
EPIQ Capital Group
California
$1.08M +$24.1K +72 +2%
FFL
1769
Future Fund LLC
Illinois
$1.08M -$953K -2,849 -47%
CH
1770
Cromwell Holdings
Wyoming
$1.07M
SFI
1771
SPC Financial Inc
Maryland
$1.06M +$398K +1,190 +60%
WWM
1772
Wolff Wiese Magana
California
$1.06M -$20.7K -62 -2%
ACP
1773
Argyle Capital Partners
California
$1.06M +$1.06M +3,172 New
AA
1774
Alta Advisers
United Kingdom
$1.06M +$157K +470 +17%
BDFN
1775
Bond & Devick Financial Network
Minnesota
$1.06M