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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 %
PK
2501
Pflug Koory
Nebraska
$37.8K +$37.8K +138 New
CWC
2502
Carolinas Wealth Consulting
North Carolina
$37.2K +$820 +3 +2%
AA
2503
AlphaMark Advisors
Kentucky
$37K
PCTC
2504
Perkins Coie Trust Company
Washington
$36.9K
CIR
2505
Clear Investment Research
Georgia
$35.4K +$5.21K +19 +17%
ACM
2506
Aster Capital Management
United Arab Emirates
$35K +$35K +128 New
PP
2507
Pingora Partners
Wyoming
$34.2K -$12.3K -45 -26%
FPFS
2508
First Personal Financial Services
North Carolina
$34.2K +$821 +3 +2%
GGI
2509
Godsey & Gibb Inc
Virginia
$32.8K +$24.6K +90 +300%
MSG
2510
Main Street Group
Virginia
$32K -$547 -2 -2%
KSWA
2511
Kathleen S. Wright Associates
Pennsylvania
$32K
PCMC
2512
Planning Capital Management Corporation
Pennsylvania
$31.8K -$187K -682 -85%
GCM
2513
Gables Capital Management
Florida
$31.8K
SC
2514
Stephens Consulting
Michigan
$31.5K -$3.83K -14 -11%
RWM
2515
Ruedi Wealth Management
Illinois
$30.9K -$7.12K -26 -19%
CMA
2516
Cedar Mountain Advisors
Oregon
$30.4K
SC
2517
Steph & Co
Wisconsin
$30.4K +$4.93K +18 +19%
BC
2518
Barrett & Company
Rhode Island
$30.1K
ZRP
2519
Zynergy Retirement Planning
New Jersey
$30.1K
RTL
2520
Red Tortoise LLC
Georgia
$29.6K
SIC
2521
SJS Investment Consulting
Ohio
$29.6K +$17.5K +64 +145%
AP
2522
Aspect Partners
Virginia
$28.7K -$1.1K -4 -4%
GFL
2523
Granite FO LLC
New Hampshire
$28.2K +$28.2K +103 New
SIS
2524
Strategic Investment Solutions
Illinois
$27.7K -$7.39K -27 -21%
TC
2525
Tacita Capital
Ontario, Canada
$27.4K