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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 %
BHPW
2176
Beverly Hills Private Wealth
California
$530K -$21.7K -65 -4%
BMC
2177
Beaton Management Company
Massachusetts
$527K
GFA
2178
Gallagher Fiduciary Advisors
Illinois
$526K +$148K +444 +39%
JF
2179
JSF Financial
California
$526K +$125K +373 +31%
FFC
2180
First Financial Corp
Indiana
$526K -$53.5K -160 -9%
LIA
2181
LBMC Investment Advisors
Tennessee
$524K -$26.7K -80 -5%
WG
2182
Welch Group
Alabama
$523K -$12.4K -37 -2%
GSWM
2183
Golden State Wealth Management
California
$522K +$522K +1,561 New
DWA
2184
Dougherty Wealth Advisers
Minnesota
$518K
KWM
2185
Kolinsky Wealth Management
New Jersey
$517K +$62.2K +186 +14%
Winslow Capital Management
2186
Winslow Capital Management
Minnesota
$517K -$357K -1,067 -41%
OWA
2187
Outlook Wealth Advisors
Texas
$516K +$42.5K +127 +9%
CPWM
2188
Cypress Point Wealth Management
Texas
$516K -$140K -420 -21%
JC
2189
JB Capital
Connecticut
$516K -$57.8K -173 -10%
SW
2190
Simplicity Wealth
New Jersey
$515K -$510K -1,527 -50%
LRWA
2191
Long Run Wealth Advisors
New York
$515K -$141K -421 -21%
HAM
2192
Harmony Asset Management
Arizona
$513K +$2.01K +6 +0.4%
DTL
2193
Dynamic Technology Lab
Singapore
$512K +$512K +1,530 New
RFO
2194
RiverGlades Family Offices
Florida
$510K
BCP
2195
Berkeley Capital Partners
Georgia
$510K +$71.5K +214 +16%
BFG
2196
Beacon Financial Group
Texas
$508K -$43.8K -131 -8%
CWMGO
2197
Capstone Wealth Management Group (Oregon)
Oregon
$508K +$508K +1,520 New
NC
2198
Napatree Capital
Rhode Island
$508K +$123K +369 +32%
IP
2199
Ignite Planners
California
$507K +$83.6K +251 +20%
CCM
2200
Consolidated Capital Management
California
$506K +$68.9K +206 +16%