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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 %
FAM
2376
Forte Asset Management
New York
$377K
FHC
2377
First Heartland Consultants
Missouri
$377K -$242K -725 -39%
VC
2378
Veracity Capital
Georgia
$376K -$3.68K -11 -1%
PCA
2379
Peddock Capital Advisors
Massachusetts
$376K
OPWM
2380
Oregon Pacific Wealth Management
Oregon
$375K +$375K +1,121 New
ACG
2381
Allen Capital Group
Nebraska
$375K +$32.8K +98 +10%
BIA
2382
Benchmark Investment Advisors
Illinois
$374K -$3.34K -10 -0.9%
BW
2383
BXM Wealth
Colorado
$374K +$374K +1,119 New
JWM
2384
JGP Wealth Management
Oregon
$373K +$40.8K +122 +12%
AHL
2385
Abel Hall LLC
Louisiana
$373K +$25.8K +77 +7%
GCS
2386
Gordian Capital (Singapore)
Singapore
$373K -$76.9K -230 -17%
EW
2387
Element Wealth
Mississippi
$372K +$668 +2 +0.2%
AWM
2388
Aries Wealth Management
Maine
$372K
NRI
2389
NFP Retirement Inc
California
$371K +$22.7K +68 +7%
VPW
2390
Variant Private Wealth
Virginia
$371K +$371K +1,110 New
TWM
2391
TCFG Wealth Management
California
$370K -$3.01K -9 -0.8%
WFA
2392
WMG Financial Advisors
Tennessee
$370K +$8.69K +26 +2%
FA
2393
FDx Advisors
Illinois
$369K -$53.8K -161 -13%
UWM
2394
USAdvisors Wealth Management
Minnesota
$369K +$369K +1,105 New
EC
2395
EdgeRock Capital
Colorado
$368K +$52.2K +156 +16%
FPGK
2396
Financial Partners Group (Kansas)
Kansas
$368K -$106K -316 -22%
FAG
2397
Fortitude Advisory Group
Washington
$368K -$53.5K -160 -13%
BI
2398
Bramshill Investments
Florida
$368K
GS
2399
GWN Securities
Florida
$367K +$367K +1,100 New
CWA
2400
Consilio Wealth Advisors
Washington
$366K +$18.7K +56 +5%