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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 %
FWCM
2051
Ferguson Wellman Capital Management
Oregon
$646K +$51.8K +155 +9%
AWAP
2052
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$644K
CNBTD
2053
Citizens National Bank Trust Department
Mississippi
$643K +$11.7K +35 +2%
HWM
2054
Howard Wealth Management
Connecticut
$643K +$643K +1,922 New
PWP
2055
Phillips Wealth Planners
Mississippi
$642K +$42.6K +134 +7%
BGA
2056
Battery Global Advisors
Massachusetts
$641K
PCM
2057
Poehling Capital Management
Wisconsin
$640K -$319K -955 -33%
UAG
2058
United Advisor Group
Ohio
$639K +$65.5K +196 +11%
FLP
2059
Financial Life Planners
Arizona
$638K +$638K +1,906 New
HNB
2060
Hilltop National Bank
Wyoming
$638K -$20.1K -60 -3%
MF
2061
Magnetar Financial
Illinois
$636K +$636K +1,903 New
WAM
2062
Wolverine Asset Management
Illinois
$636K +$636K +1,901 New
BBL
2063
Beck Bode LLC
Massachusetts
$635K -$301K -899 -32%
UWP
2064
Uniting Wealth Partners
Kansas
$631K +$631K +1,887 New
NHC
2065
Nicholas Hoffman & Company
Georgia
$631K +$107K +321 +21%
PW
2066
Peninsula Wealth
California
$631K +$15.7K +47 +3%
AT
2067
Avalon Trust
New Mexico
$630K +$9.36K +28 +2%
ABTD
2068
Arvest Bank Trust Division
Oklahoma
$629K +$164K +492 +35%
BOPW
2069
Brandywine Oak Private Wealth
Pennsylvania
$628K +$669 +2 +0.1%
SPWG
2070
Sage Private Wealth Group
Illinois
$625K -$19.1K -57 -3%
WA
2071
Wealthstar Advisors
Texas
$625K +$625K +1,869 New
NFA
2072
Northern Financial Advisors
Michigan
$624K -$19.4K -58 -3%
JWM
2073
Jeppson Wealth Management
California
$622K -$16.4K -49 -3%
ACP
2074
Aviance Capital Partners
Florida
$621K -$1.65M -4,940 -73%
MW
2075
MBL Wealth
North Carolina
$621K +$209K +625 +51%