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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 %
HA
2351
Huntleigh Advisors
Missouri
$393K +$393K +1,175 New
FA
2352
Fermata Advisors
California
$393K -$241K -722 -38%
WAM
2353
Werlinich Asset Management
Connecticut
$392K
GA
2354
GFS Advisors
Texas
$392K +$392K +1,173 New
NED
2355
Nancy E. Dempze
$391K +$391K +1,170 New
VI
2356
VanderPol Investments
Michigan
$391K +$15.7K +47 +4%
FWA
2357
FSM Wealth Advisors
Ohio
$391K +$391K +1,221 New
MHC
2358
May Hill Capital
Massachusetts
$389K +$389K +1,164 New
IA
2359
Integrity Alliance
Iowa
$387K +$387K +1,159 New
ITIM
2360
Indiana Trust & Investment Management
Indiana
$387K
FA
2361
Fiduciary Alliance
South Carolina
$385K -$36.4K -109 -9%
MAWCM
2362
Mine & Arao Wealth Creation & Management
California
$384K +$5.02K +15 +1%
APA
2363
Astoria Portfolio Advisors
New York
$384K -$24.9K -77 -6%
T
2364
Transce3nd
Texas
$384K +$384K +1,148 New
JSC
2365
Jackson Square Capital
California
$384K +$112K +334 +41%
EFSCE
2366
Enterprise Financial Services Corp (EFSC)
Missouri
$383K +$2.01K +6 +0.5%
ECM
2367
Elgethun Capital Management
South Dakota
$382K +$48.5K +145 +15%
SIC
2368
Sterling Investment Counsel
New York
$382K -$882K -2,637 -70%
MA
2369
MJP Associates
Connecticut
$382K +$137K +411 +56%
OWA
2370
Opal Wealth Advisors
New York
$381K +$55.5K +166 +17%
EHC
2371
Everett Harris & Co
California
$381K +$4.35K +13 +1%
SIC
2372
Sigma Investment Counselors
Michigan
$380K +$1.34K +4 +0.4%
EFA
2373
Evernest Financial Advisors
Indiana
$379K -$334 -1 -0.1%
PWAM
2374
Pinnacle West Asset Management
Wyoming
$378K
MIA
2375
MainStreet Investment Advisors
Illinois
$377K +$22.1K +66 +6%