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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 %
RMDI
1826
R.M. Davis Inc
Maine
$958K -$12K -36 -1%
MFS
1827
Mattson Financial Services
Michigan
$957K +$955K +3,490 +43,625%
EHWM
1828
Eads & Heald Wealth Management
Georgia
$957K +$6.69K +20 +0.7%
KA
1829
Klingman & Associates
New York
$955K +$25.7K +77 +3%
AWA
1830
AGH Wealth Advisors
Kansas
$954K +$954K +2,853 New
SA
1831
Sovran Advisors
California
$953K +$953K +2,946 New
SCI
1832
S&CO Inc
Massachusetts
$949K
GFG
1833
Greystone Financial Group
Michigan
$947K -$18.4K -55 -2%
RL
1834
Retireful LLC
Michigan
$946K -$81.6K -244 -8%
JCIA
1835
Jackson Creek Investment Advisors
Colorado
$945K +$28.1K +84 +3%
MSWM
1836
McGlone Suttner Wealth Management
Wisconsin
$941K +$182K +545 +24%
WFI
1837
West Family Investments
California
$941K -$14.7K -44 -2%
NF
1838
Nvest Financial
New Hampshire
$938K +$10.4K +31 +1%
1IA
1839
1834 Investment Advisors
Wisconsin
$936K -$75.2K -225 -7%
AFM
1840
Abbot Financial Management
Massachusetts
$935K
MQWP
1841
Morey & Quinn Wealth Partners
Nebraska
$934K +$934K +2,794 New
AIA
1842
Angeles Investment Advisors
California
$933K +$5.69K +17 +0.6%
PCP
1843
Proficio Capital Partners
Massachusetts
$933K +$386K +1,153 +70%
NPA
1844
Nichols & Pratt Advisers
Massachusetts
$921K -$16.7K -50 -2%
HNW
1845
High Note Wealth
Minnesota
$921K +$17.1K +51 +2%
HBT
1846
Heartland Bank & Trust
Illinois
$921K +$247K +740 +37%
SRL
1847
Scientech Research LLC
New Jersey
$919K +$919K +2,748 New
Fayez Sarofim & Co
1848
Fayez Sarofim & Co
Texas
$918K +$33.4K +100 +4%
CWG
1849
Cornerstone Wealth Group
North Carolina
$911K +$147K +441 +19%
WKSWA
1850
White Knight Strategic Wealth Advisors
New Jersey
$903K +$441K +1,320 +96%