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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 %
SCM
2301
Sitrin Capital Management
California
$424K
TFM
2302
TFC Financial Management
Massachusetts
$422K +$16.7K +50 +4%
PAG
2303
Powers Advisory Group
Illinois
$422K -$3.34K -10 -0.8%
MWM
2304
Mindset Wealth Management
Indiana
$422K +$4.01K +12 +1%
FOA
2305
Five Oceans Advisors
California
$421K +$4.68K +14 +1%
RWPA
2306
Richard W. Paul & Associates
Michigan
$421K -$18.7K -56 -4%
LI
2307
LRI Investments
Florida
$420K -$8.38K -488 -2%
A
2308
Argentarii
Ohio
$419K +$419K +1,254 New
GA
2309
GSG Advisors
New Jersey
$419K +$17.7K +53 +4%
T
2310
TOBAM
France
$418K -$126K -376 -23%
GCA
2311
Gradient Capital Advisors
California
$418K
EAM
2312
Exane Asset Management
France
$417K +$417K +1,205 New
AWA
2313
Adapt Wealth Advisors
Georgia
$416K -$6.69K -20 -2%
PFG
2314
Prosperity Financial Group
California
$415K +$72.9K +218 +21%
IJWM
2315
Inman Jager Wealth Management
Mississippi
$415K +$415K +1,240 New
YWM
2316
Yoder Wealth Management
California
$414K +$9.36K +28 +2%
LMC
2317
Lightspeed Management Company
California
$414K +$414K +1,237 New
DWM
2318
Destination Wealth Management
California
$414K +$117K +351 +40%
DWS
2319
Dynamic Wealth Strategies
California
$413K +$14.7K +44 +4%
SWM
2320
Scissortail Wealth Management
Oklahoma
$412K +$408K +1,220 +10,167%
BFC
2321
Bedel Financial Consulting
Indiana
$412K -$12.2K -35 -3%
AI
2322
Accredited Investors
Minnesota
$411K -$130K -390 -24%
PBK
2323
Peoples Bank (Kansas)
Kansas
$410K
GMA
2324
Glassy Mountain Advisors
Maryland
$409K
JCFM
2325
JBR Co Financial Management
Oklahoma
$409K +$3.34K +10 +0.8%