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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 %
IWA
2126
IVC Wealth Advisors
Pennsylvania
$579K -$2.68K -8 -0.5%
BWP
2127
Balboa Wealth Partners
Arizona
$579K +$137K +410 +31%
OFG
2128
Oxford Financial Group
Indiana
$579K -$23.7K -71 -4%
GCP
2129
GSA Capital Partners
United Kingdom
$578K +$578K +1,728 New
CSA
2130
Cornerstone Select Advisors
Missouri
$575K +$575K +1,721 New
CWA
2131
Clarity Wealth Advisors
California
$575K -$6.02K -18 -1%
CS
2132
Crescent Sterling
Louisiana
$575K +$267K +799 +87%
EMB
2133
Elefante Mark B
$573K +$573K +1,714 New
IF
2134
Intrua Financial
Texas
$573K -$88.6K -265 -13%
BPFA
2135
Barnes Pettey Financial Advisors
Mississippi
$572K
BRIA
2136
Balanced Rock Investment Advisors
Massachusetts
$571K -$34.8K -104 -6%
OL
2137
one8zero8 LLC
North Carolina
$571K +$571K +1,707 New
HHRDM
2138
H&H Retirement Design & Management
Nevada
$569K -$61K -197 -10%
NCFG
2139
New Century Financial Group
New Jersey
$569K -$109K -328 -16%
IA
2140
IFG Advisors
Missouri
$568K +$100K +300 +21%
BSHC
2141
Breed's Hill Capital
Massachusetts
$566K +$218K +652 +63%
GEM
2142
Global Endowment Management
North Carolina
$565K -$276K -827 -33%
TWP
2143
Triad Wealth Partners
Kansas
$565K +$565K +1,689 New
PPP
2144
Private Portfolio Partners
New Jersey
$564K +$23.1K +69 +4%
SYBT
2145
Stock Yards Bank & Trust
Kentucky
$562K -$316K -944 -36%
SW
2146
SlateStone Wealth
Florida
$560K +$7.69K +23 +1%
SFO
2147
Stokes Family Office
Louisiana
$555K -$25.4K -76 -4%
RTC
2148
Real Talk Capital
Tennessee
$554K +$554K +1,657 New
CCA
2149
Corps Capital Advisors
Texas
$553K +$553K +1,654 New
CSA
2150
Cottage Street Advisors
Massachusetts
$552K -$669 -2 -0.1%