CRM icon

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 %
GI
1926
GAMCO Investors
Connecticut
$797K -$91.6K -274 -10%
BFA
1927
Beaumont Financial Advisors
Massachusetts
$797K +$122K +364 +18%
HWMO
1928
Heritage Wealth Management (Ohio)
Ohio
$793K -$16.7K -50 -2%
SIM
1929
Sentry Investment Management
Wisconsin
$792K -$681K -2,037 -46%
RCM
1930
Raleigh Capital Management
North Carolina
$791K +$170K +509 +27%
GTAM
1931
Global Trust Asset Management
Florida
$789K +$2.68K +8 +0.3%
TC
1932
Truvestments Capital
Florida
$787K +$25.7K +77 +3%
LAM
1933
Lingohr Asset Management
Germany
$786K -$243K -723 -24%
SMTF
1934
Sphera Management Technology Funds
Israel
$786K +$786K +2,350 New
SIM
1935
Studio Investment Management
Illinois
$786K -$18.1K -54 -2%
AP
1936
Appleton Partners
Massachusetts
$781K -$62.5K -187 -7%
RZH
1937
Relyea Zuckerberg Hanson
Connecticut
$781K +$39.5K +118 +5%
RFP
1938
Root Financial Partners
California
$781K +$134K +401 +21%
WCAMG
1939
Woodard & Company Asset Management Group
North Carolina
$779K +$779K +2,331 New
ORAM
1940
One River Asset Management
Connecticut
$779K +$779K +2,319 New
GKWIM
1941
Gerber Kawasaki Wealth & Investment Management
California
$776K +$27.1K +81 +4%
BC
1942
Brio Consultants
California
$775K +$56.8K +170 +8%
MIFH
1943
Migdal Insurance & Financial Holdings
Israel
$775K -$103K -307 -12%
CCAM
1944
Cascades Capital Asset Management
North Carolina
$770K
CP
1945
Clarendon Private
Massachusetts
$770K +$770K +2,302 New
PA
1946
Parkside Advisors
California
$770K
RIP
1947
RAM Investment Partners
Washington
$770K +$46.5K +139 +6%
AIMCA
1948
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$769K -$3.08M -9,200 -80%
TW
1949
Traveka Wealth
California
$768K +$101K +301 +15%
CIM
1950
CIM Investment Management
Pennsylvania
$766K -$8.02K -24 -1%