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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 %
6F
2001
626 Financial
Michigan
$697K
ICP
2002
Impact Capital Partners
Colorado
$694K +$694K +2,075 New
SL
2003
SFM LLC
New Hampshire
$692K +$9.36K +28 +1%
SFG
2004
Synergy Financial Group
California
$692K -$3.01K -9 -0.4%
SC
2005
Saiph Capital
New Jersey
$691K +$72.6K +217 +12%
SI
2006
Seeds Investor
New York
$690K +$117K +351 +20%
FA
2007
FF Advisors
California
$690K -$2.83K -8 -0.4%
AA
2008
Addison Advisors
Vermont
$688K +$2.01K +6 +0.3%
BTW
2009
Boston Trust Walden
Massachusetts
$687K +$5.68K +17 +0.8%
PWM
2010
Pines Wealth Management
North Carolina
$687K +$687K +2,162 New
BCP
2011
Blackhawk Capital Partners
Wisconsin
$686K -$114K -341 -14%
FFA
2012
Fi3 Financial Advisors
Indiana
$686K +$34.1K +102 +5%
MG
2013
McHugh Group
Ohio
$685K +$685K +2,050 New
ISWM
2014
Independent Solutions Wealth Management
New York
$685K -$30.1K -90 -4%
LA
2015
LVW Advisors
New York
$683K +$66.2K +198 +11%
ORI
2016
Oak Ridge Investments
Illinois
$683K +$683K +2,044 New
CA
2017
Capital Advantage
California
$681K +$681K +2,038 New
MWM
2018
Modern Wealth Management
Kansas
$681K +$230K +687 +51%
VCWM
2019
Vista Cima Wealth Management
Arizona
$678K +$678K +2,027 New
CA
2020
Carson Advisory
Georgia
$677K +$23.4K +70 +4%
TA
2021
TFB Advisors
Kansas
$677K +$12.7K +38 +2%
RA
2022
Riversedge Advisors
Delaware
$677K +$34.8K +104 +5%
TWP
2023
Tyche Wealth Partners
Texas
$675K -$3.34K -10 -0.5%
FWM
2024
FFT Wealth Management
Pennsylvania
$675K +$47.8K +143 +8%
DOA
2025
D'Orazio & Associates
Virginia
$673K +$14.7K +44 +2%