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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 %
BBI
2076
Baxter Bros Inc
Connecticut
$620K +$2.68K +8 +0.4%
WWA
2077
Wisconsin Wealth Advisors
Wisconsin
$619K +$619K +1,853 New
AGWCA
2078
Annis Gardner Whiting Capital Advisors
Florida
$618K +$27.8K +83 +5%
SCI
2079
Silver Coast Investments
United States
$617K -$36.4K -109 -6%
ACM
2080
Arcataur Capital Management
Wisconsin
$617K -$3.34K -10 -0.5%
EL
2081
Essex LLC
Illinois
$616K +$9.03K +27 +1%
IWM
2082
Iams Wealth Management
Nebraska
$614K -$2.01K -6 -0.3%
IGGA
2083
Iron Gate Global Advisors
Utah
$611K -$29.8K -89 -5%
RWP
2084
Revolve Wealth Partners
New Jersey
$611K +$68.5K +205 +13%
MTC
2085
McDaniel Terry & Co
Texas
$610K
LWM
2086
Liberty Wealth Management
California
$609K +$309K +923 +103%
PA
2087
Persium Advisors
Georgia
$608K +$608K +1,819 New
ACH
2088
ArrowMark Colorado Holdings
Colorado
$608K
WWM
2089
Waterway Wealth Management
Texas
$607K +$607K +1,815 New
ACA
2090
Aspire Capital Advisors
Washington
$607K +$22.1K +66 +4%
APWM
2091
Argonautica Private Wealth Management
Massachusetts
$603K -$1.67K -5 -0.3%
AWAU
2092
Alliance Wealth Advisors (Utah)
Utah
$603K +$603K +1,804 New
CFO
2093
CVA Family Office
Colorado
$603K +$63.5K +190 +12%
SPWM
2094
Spartan Planning & Wealth Management
North Carolina
$603K +$603K +1,803 New
ICA
2095
Infrastructure Capital Advisors
New York
$602K +$569K +1,701 +1,701%
TVAMP
2096
Tennessee Valley Asset Management Partners
Tennessee
$602K +$669 +2 +0.1%
NAM
2097
Nutshell Asset Management
United Kingdom
$602K +$602K +1,800 New
CGA
2098
Compound Global Advisors
Washington
$602K +$602K +1,800 New
CWM
2099
Centurion Wealth Management
Virginia
$599K +$6.69K +20 +1%
MC
2100
Machina Capital
France
$599K -$616K -1,842 -51%