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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 %
SIA
1901
Soltis Investment Advisors
Utah
$834K -$145K -434 -15%
SC
1902
Solstein Capital
California
$831K
SOW
1903
State of Wyoming
Wyoming
$831K +$502K +1,503 +153%
SCP
1904
Sivia Capital Partners
California
$827K -$61.9K -185 -7%
MC
1905
Mathes Company
New York
$827K -$16.7K -50 -2%
ECA
1906
Elevated Capital Advisors
Utah
$827K +$188K +563 +29%
LIM
1907
Leavell Investment Management
Alabama
$826K +$218K +650 +36%
KCIC
1908
Kuhn & Co Investment Counsel
Illinois
$825K
GFP
1909
Gryphon Financial Partners
Ohio
$824K -$294K -879 -26%
MEG
1910
Millstone Evans Group
Colorado
$823K +$823K +2,463 New
LCGC
1911
Legacy Capital Group California
California
$822K -$388K -1,160 -32%
AA
1912
Advisory Alpha
Michigan
$822K +$68.6K +205 +9%
LSIA
1913
LaSalle St. Investment Advisors
Illinois
$821K +$258K +772 +46%
XWM
1914
Xcel Wealth Management
Florida
$821K -$13.4K -40 -2%
RPWA
1915
Regent Peak Wealth Advisors
Georgia
$818K +$28.1K +84 +4%
JIC
1916
Joel Isaacson & Co
New York
$814K +$28.4K +85 +4%
CSB
1917
City State Bank
Iowa
$813K
A
1918
AlphaQuest
New York
$813K +$813K +2,432 New
CSPIA
1919
Cary Street Partners Investment Advisory
Virginia
$812K -$10.1M -30,076 -93%
SWA
1920
Strategies Wealth Advisors
Michigan
$806K +$806K +2,469 New
CM
1921
CastleKnight Management
New York
$802K -$1.04M -3,100 -56%
CPW
1922
Catalyst Private Wealth
California
$801K -$42.5K -127 -5%
WFAG
1923
Worth Financial Advisory Group
North Carolina
$800K -$14.7K -44 -2%
ZIG
1924
Zullo Investment Group
Pennsylvania
$800K +$14.4K +43 +2%
SC
1925
Sierra Capital
Florida
$799K