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Salesforce

2,624 hedge funds and large institutions have $205B invested in Salesforce in 2024 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 1,126 increasing their positions, 1,002 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,624
Holders Change
+25
Holders Change %
+0.96%
% of All Funds
37.95%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.06%
New
216
Increased
1,126
Reduced
1,002
Closed
161
Calls
$5.24B
Puts
$5.3B
Net Calls
-$53.8M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
2476
Emerald Advisers
Pennsylvania
$54.7K
BIM
2477
Breakwater Investment Management
Washington
$54.7K
BTC
2478
Bank & Trust Company
Illinois
$53.4K +$4.11K +15 +8%
FWM
2479
FSA Wealth Management
Massachusetts
$52.6K +$52.6K +192 New
OC
2480
Oakworth Capital
Alabama
$52.3K -$6.57K -24 -11%
T
2481
Tidemark
California
$49.8K
DSC
2482
Duncker Streett & Co
Missouri
$48.7K
KPP
2483
Kings Path Partners
Texas
$48.2K
RCM
2484
Richardson Capital Management
Wisconsin
$46.5K -$52K -190 -53%
1IA
2485
1620 Investment Advisors
Massachusetts
$46.4K +$3.01K +11 +7%
TIM
2486
Tortoise Investment Management
New York
$46.3K +$29K +106 +168%
CTWM
2487
Cherry Tree Wealth Management
Minnesota
$46K
EWP
2488
Elevation Wealth Partners
California
$45.2K -$25.7K -94 -36%
MG
2489
MilWealth Group
Wisconsin
$45.2K
POIA
2490
Pin Oak Investment Advisors
Texas
$45K -$94.6K -351 -68%
WAM
2491
WFA Asset Management
Wisconsin
$43.4K
USB
2492
Union Savings Bank
Connecticut
$42.4K
CAC
2493
Core Alternative Capital
Georgia
$41.9K
SGC
2494
Slocum, Gordon & Co
Rhode Island
$41.1K
IWP
2495
IAG Wealth Partners
Wisconsin
$41.1K
PP
2496
Pacifica Partners
Canada
$39.4K
MA
2497
MCF Advisors
Kentucky
$38.6K +$2.47K +9 +7%
GJIA
2498
Glass Jacobson Investment Advisors
Maryland
$38.3K
AFS
2499
Annapolis Financial Services
Maryland
$38K +$21.9K +80 +136%
CTA
2500
Colonial Trust Advisors
South Carolina
$37.8K +$1.1K +4 +3%