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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 %
WH
2451
Willner & Heller
California
$344K
WA
2452
Wambolt & Associates
Colorado
$343K
OC
2453
Oarsman Capital
Wisconsin
$343K -$18.7K -56 -5%
WA
2454
Westfuller Advisors
New York
$342K +$335 +1 +0.1%
TIM
2455
Thompson Investment Management
Wisconsin
$341K
RI
2456
Ridgewood Investments
New Jersey
$341K
CAAS
2457
Capital Asset Advisory Services
Michigan
$341K +$23.3K +70 +7%
WI
2458
Wintrust Investments
Illinois
$340K -$37.1K -111 -10%
FFG
2459
Frisch Financial Group
New York
$340K +$334 +1 +0.1%
NWWA
2460
New Wave Wealth Advisors
Arkansas
$339K -$55.2K -165 -14%
CSIC
2461
Clifford Swan Investment Counsel
California
$339K
1WM
2462
1900 Wealth Management
Texas
$338K +$338K +1,011 New
MCI
2463
MRP Capital Investments
Georgia
$336K -$169K -504 -33%
LRIA
2464
Leonard Rickey Investment Advisors
Washington
$336K +$26.4K +79 +9%
AGA
2465
Arkos Global Advisors
Texas
$336K -$12K -36 -3%
SAW
2466
Signal Advisors Wealth
Michigan
$336K -$50.2K -150 -13%
CA
2467
Cornerstone Advisory
Maryland
$336K +$81.9K +251 +32%
FI
2468
Financial Insights
Washington
$335K -$289K -864 -46%
MC
2469
MIG Capital
California
$334K -$22M -65,802 -99%
HCM
2470
Highview Capital Management
Illinois
$334K
MWM
2471
Mosley Wealth Management
California
$334K +$23.7K +67 +8%
CWA
2472
Cura Wealth Advisors
Illinois
$334K +$334K +998 New
MFS
2473
Madrona Financial Services
Washington
$333K +$23.7K +71 +8%
CV
2474
Counterweight Ventures
North Carolina
$332K
OBWG
2475
Onyx Bridge Wealth Group
New York
$331K -$3.35K -10 -1%