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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 %
MFG
1951
Magnus Financial Group
New York
$764K +$17.1K +51 +2%
VCM
1952
Virtue Capital Management
Tennessee
$761K -$60.2K -180 -7%
IA
1953
IFG Advisory
Georgia
$758K +$758K +2,269 New
AIA
1954
AssuredPartners Investment Advisors
Florida
$758K +$758K +2,268 New
HFM
1955
Hartford Funds Management
Pennsylvania
$758K -$61.2K -183 -7%
AO
1956
Advisor OS
Illinois
$758K +$245K +734 +48%
DIM
1957
Delta Investment Management
California
$756K -$2.66M -7,962 -78%
MSA
1958
Marino Stram & Associates
Massachusetts
$755K +$40.1K +120 +6%
1CP
1959
17 Capital Partners
Arizona
$753K
MA
1960
Montag & Associates
Georgia
$752K +$25.1K +75 +3%
DWM
1961
Dogwood Wealth Management
Kansas
$752K +$752K +2,248 New
IFU
1962
iSAM Funds (UK)
United Kingdom
$752K +$752K +2,248 New
BFG
1963
Berger Financial Group
Minnesota
$750K -$7.36K -22 -1%
NME
1964
Notis-McConarty Edward
$749K +$749K +2,240 New
SFG
1965
SevenBridge Financial Group
Pennsylvania
$749K +$256K +790 +52%
PWPS
1966
Pinnacle Wealth Planning Services
Ohio
$748K -$788K -2,357 -51%
BW
1967
Bison Wealth
Georgia
$747K +$61.5K +184 +9%
EMC
1968
Everest Management Corp
California
$746K +$746K +2,230 New
AF
1969
Apollon Financial
South Carolina
$742K +$24.4K +73 +3%
WCA
1970
Westover Capital Advisors
Delaware
$742K -$1.34K -4 -0.2%
BPW
1971
Bingham Private Wealth
California
$741K +$741K +2,215 New
WPC
1972
White Pine Capital
Minnesota
$740K +$45.1K +135 +6%
PWS
1973
Peterson Wealth Services
Utah
$737K +$29.8K +89 +4%
CIAS
1974
Capital Investment Advisory Services
North Carolina
$736K -$669 -2 -0.1%
BWM
1975
BankPlus Wealth Management
Mississippi
$734K +$734K +2,194 New