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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 %
APW
2526
Atlantic Private Wealth
North Carolina
$27.4K +$27.4K +100 New
ICA
2527
Infrastructure Capital Advisors
New York
$27.4K +$27.4K +100 New
PSB
2528
Piscataqua Savings Bank
New Hampshire
$27.4K
SRCM
2529
Signature Resources Capital Management
California
$26.6K
AW
2530
Avion Wealth
Texas
$26K -$274 -1 -1%
MHR
2531
Matthew Hamilton Rosenberg
$25.7K
VWA
2532
Valued Wealth Advisors
Utah
$25.5K +$3.56K +13 +16%
VAMG
2533
Voisard Asset Management Group
Michigan
$25.5K +$6.58K +24 +35%
NI
2534
NCP Inc
California
$24.9K
CM
2535
Capula Management
Cayman Islands
$24.6K +$24.6K +90 New
TCM
2536
Tradewinds Capital Management
Washington
$24.4K -$25.5K -93 -51%
Optiver Holding
2537
Optiver Holding
Netherlands
$24.1K -$1.94M -7,089 -99%
ICM
2538
Islay Capital Management
Texas
$23.3K
DPW
2539
DiNuzzo Private Wealth
Pennsylvania
$23K +$12K +44 +110%
CJ
2540
Caitlin John
Michigan
$22.9K -$29.4K -86 -56%
BGAI
2541
Bruce G. Allen Investments
Colorado
$22.2K
DCM
2542
Disciplina Capital Management
Tennessee
$22.2K +$22.2K +81 New
LIS
2543
Legacy Investment Solutions
Idaho
$21.5K +$21.5K +63 New
LWMI
2544
Legacy Wealth Management (Idaho)
Idaho
$21.5K +$21.5K +63 New
WAG
2545
Wiser Advisor Group
Arizona
$21.1K -$275 -1 -1%
DMKJ
2546
David M. Knott Jr
$21K
SWM
2547
Sugarloaf Wealth Management
Georgia
$20.8K
PFG
2548
Peterson Financial Group
Iowa
$20.5K +$20.5K +75 New
PA
2549
Pineridge Advisors
Missouri
$20.5K
PG
2550
Proffitt & Goodson
Tennessee
$19.4K +$1.92K +7 +11%