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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 %
FMWA
1851
Forvis Mazars Wealth Advisors
Missouri
$903K +$5.02K +15 +0.6%
EFI
1852
EHP Funds Inc
Canada
$903K +$903K +2,700 New
AWM
1853
Aviso Wealth Management
Washington
$902K +$24.4K +73 +3%
TWM
1854
Trueblood Wealth Management
Ohio
$901K +$107K +319 +13%
CCT
1855
Chemung Canal Trust
New York
$901K -$75.9K -227 -8%
MLA
1856
My Legacy Advisors
Oregon
$900K +$19.3K +60 +2%
NAS
1857
NWF Advisory Services
California
$899K +$899K +2,684 New
CF
1858
Cyr Financial
Illinois
$890K -$132K -394 -13%
TSS
1859
Two Sigma Securities
New York
$888K -$21.4K -64 -2%
LWP
1860
LeClair Wealth Partners
Ohio
$886K +$886K +2,650 New
HIC
1861
Holderness Investments Company
North Carolina
$884K +$86.3K +258 +11%
MAWA
1862
Moss Adams Wealth Advisors
Washington
$881K +$78.3K +234 +10%
OL
1863
OneFund LLC
Florida
$879K +$28.1K +84 +3%
GBT
1864
Grove Bank & Trust
Florida
$879K -$88.6K -265 -9%
TSW
1865
Three Seasons Wealth
Utah
$877K -$86K -257 -9%
ACGA
1866
Atlanta Consulting Group Advisors
Georgia
$877K -$1.05M -3,126 -54%
CWG
1867
Crown Wealth Group
North Carolina
$876K -$987K -2,953 -53%
FWP
1868
FAS Wealth Partners
Kansas
$875K -$10.7K -32 -1%
EWM
1869
Evermay Wealth Management
Virginia
$874K -$34.1K -102 -4%
BW
1870
BIP Wealth
Georgia
$873K -$669 -2 -0.1%
Voloridge Investment Management
1871
Voloridge Investment Management
Florida
$872K +$872K +2,608 New
PA
1872
PFG Advisors
Arizona
$871K +$91.3K +273 +12%
FFO
1873
Fortitude Family Office
Arizona
$870K +$18.4K +55 +2%
AWF
1874
Alpha Wealth Funds
Utah
$869K +$869K +2,600 New
RH
1875
RFG Holdings
Texas
$868K +$85K +254 +11%